Bank of America’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $12.4M | Sell |
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|
2025
Q2 | $81.2M | Buy |
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|
2025
Q1 | $55.2M | Buy |
|
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|
2024
Q4 | $59.2M | Buy |
|
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|
2024
Q3 | $37.6M | Sell |
|
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|
2024
Q2 | $26.2M | Buy |
|
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|
2024
Q1 | $12.7M | Sell |
|
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|
2023
Q4 | $55.3M | Buy |
|
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|
2023
Q3 | $9.68M | Buy |
|
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|
2023
Q2 | $5.8M | Sell |
|
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|
2023
Q1 | $26.1M | Buy |
|
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|
2022
Q4 | $20.5M | Buy |
|
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|
2022
Q3 | $24.5M | Sell |
|
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|
2022
Q2 | $44.6M | Buy |
|
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|
2022
Q1 | $129M | Buy |
|
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|
2021
Q4 | $31.4M | Sell |
|
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|
2021
Q3 | $71.7M | Sell |
|
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|
2021
Q2 | $28.7M | Buy |
|
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|
2021
Q1 | $15.4M | Buy |
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|
2020
Q4 | $2.42M | Buy |
|