Bell Investment Advisors’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 | $2.59K | Hold |
40
| – | – | ﹤0.01% | 1267 |
|
|
2025
Q1 | $1.84K | Buy |
40
+11
| +38% | +$507 | ﹤0.01% | 1334 |
|
|
2024
Q4 | $1.79K | Hold |
29
| – | – | ﹤0.01% | 1383 |
|
|
2024
Q3 | $1.16K | Hold |
29
| – | – | ﹤0.01% | 1549 |
|
|
2024
Q2 | $685 | Hold |
29
| – | – | ﹤0.01% | 1713 |
|
|
2024
Q1 | $780 | Hold |
29
| – | – | ﹤0.01% | 1673 |
|
|
2023
Q4 | $1.19K | Sell |
29
-49
| -63% | -$2K | ﹤0.01% | 1537 |
|
|
2023
Q3 | $2.23K | Sell |
78
-29
| -27% | -$828 | ﹤0.01% | 1216 |
|
|
2023
Q2 | $3.83K | Sell |
107
-38
| -26% | -$1.36K | ﹤0.01% | 955 |
|
|
2023
Q1 | $2.31K | Buy |
145
+41
| +39% | +$652 | ﹤0.01% | 1188 |
|
|
2022
Q4 | $1.38K | Sell |
104
-23
| -18% | -$304 | ﹤0.01% | 1460 |
|
|
2022
Q3 | $3K | Buy |
127
+101
| +388% | +$2.39K | ﹤0.01% | 989 |
|
|
2022
Q2 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 1639 |
|
|
2021
Q4 | $2K | Sell |
13
-1
| -7% | -$154 | ﹤0.01% | 1247 |
|
|
2021
Q3 | $4K | Buy |
+14
| New | +$4K | ﹤0.01% | 837 |
|