Cambridge Investment Research Advisors’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 | $1.84M | Sell |
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|
2025
Q2 | $2.73M | Buy |
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|
2025
Q1 | $914K | Sell |
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|
2024
Q4 | $2.43M | Sell |
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|
2024
Q3 | $2.31M | Buy |
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|
2024
Q2 | $709K | Sell |
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|
2024
Q1 | $872K | Buy |
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|
2023
Q4 | $1.22M | Buy |
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|
2023
Q3 | $744K | Buy |
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|
2023
Q2 | $872K | Sell |
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|
2023
Q1 | $454K | Buy |
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|
2022
Q4 | $304K | Sell |
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|
2022
Q3 | $660K | Sell |
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|
2022
Q2 | $1.31M | Buy |
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|
2022
Q1 | $4.4M | Buy |
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|
2021
Q4 | $5.44M | Buy |
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|
2021
Q3 | $4.71M | Buy |
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|
2021
Q2 | $1.63M | Buy |
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|
2021
Q1 | $354K | Buy |
|