Ameritas Investment Partners’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $556K | Buy |
8,600
+600
| +8% | +$38.8K | 0.02% | 803 |
|
|
2025
Q1 | $368K | Sell |
8,000
-215
| -3% | -$9.9K | 0.01% | 945 |
|
|
2024
Q4 | $506K | Buy |
8,215
+633
| +8% | +$39K | 0.02% | 833 |
|
|
2024
Q3 | $303K | Hold |
7,582
| – | – | 0.01% | 1080 |
|
|
2024
Q2 | $179K | Hold |
7,582
| – | – | 0.01% | 1347 |
|
|
2024
Q1 | $204K | Hold |
7,582
| – | – | 0.01% | 1269 |
|
|
2023
Q4 | $310K | Buy |
7,582
+418
| +6% | +$17.1K | 0.01% | 1006 |
|
|
2023
Q3 | $204K | Buy |
7,164
+1,209
| +20% | +$34.5K | 0.01% | 1161 |
|
|
2023
Q2 | $213K | Buy |
+5,955
| New | +$213K | 0.01% | 1091 |
|