Cambridge Investment Research 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 | $2.74M | Buy |
42,292
+22,444
| +113% | +$1.45M | 0.01% | 1203 |
|
|
2025
Q1 | $914K | Sell |
19,848
-19,607
| -50% | -$903K | ﹤0.01% | 1936 |
|
|
2024
Q4 | $2.43M | Sell |
39,455
-18,336
| -32% | -$1.13M | 0.01% | 1222 |
|
|
2024
Q3 | $2.31M | Buy |
57,791
+27,746
| +92% | +$1.11M | 0.01% | 1237 |
|
|
2024
Q2 | $709K | Sell |
30,045
-2,385
| -7% | -$56.3K | ﹤0.01% | 2020 |
|
|
2024
Q1 | $872K | Buy |
32,430
+2,557
| +9% | +$68.8K | ﹤0.01% | 1820 |
|
|
2023
Q4 | $1.22M | Buy |
29,873
+3,799
| +15% | +$155K | 0.01% | 1514 |
|
|
2023
Q3 | $744K | Buy |
26,074
+1,730
| +7% | +$49.4K | ﹤0.01% | 1768 |
|
|
2023
Q2 | $872K | Sell |
24,344
-4,258
| -15% | -$153K | ﹤0.01% | 1703 |
|
|
2023
Q1 | $454K | Buy |
28,602
+5,624
| +24% | +$89.3K | ﹤0.01% | 2163 |
|
|
2022
Q4 | $304K | Sell |
22,978
-8,776
| -28% | -$116K | ﹤0.01% | 2424 |
|
|
2022
Q3 | $660K | Sell |
31,754
-9,551
| -23% | -$199K | ﹤0.01% | 1748 |
|
|
2022
Q2 | $1.31M | Buy |
41,305
+946
| +2% | +$29.9K | 0.01% | 1275 |
|
|
2022
Q1 | $4.4M | Buy |
40,359
+4,402
| +12% | +$480K | 0.02% | 688 |
|
|
2021
Q4 | $5.44M | Buy |
35,957
+21,084
| +142% | +$3.19M | 0.02% | 605 |
|
|
2021
Q3 | $4.71M | Buy |
14,873
+1,788
| +14% | +$566K | 0.02% | 637 |
|
|
2021
Q2 | $1.63M | Buy |
13,085
+10,337
| +376% | +$1.29M | 0.01% | 1220 |
|
|
2021
Q1 | $354K | Buy |
+2,748
| New | +$354K | ﹤0.01% | 2171 |
|