Cetera Investment Advisers’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 | $1.05M | Buy |
16,240
+2,093
| +15% | +$135K | ﹤0.01% | 2336 |
|
|
2025
Q1 | $651K | Sell |
14,147
-403
| -3% | -$18.6K | ﹤0.01% | 2622 |
|
|
2024
Q4 | $896K | Sell |
14,550
-5,040
| -26% | -$310K | ﹤0.01% | 2236 |
|
|
2024
Q3 | $784K | Buy |
19,590
+1,048
| +6% | +$41.9K | ﹤0.01% | 2293 |
|
|
2024
Q2 | $437K | Sell |
18,542
-2,181
| -11% | -$51.5K | ﹤0.01% | 2696 |
|
|
2024
Q1 | $557K | Buy |
20,723
+13,575
| +190% | +$365K | ﹤0.01% | 2521 |
|
|
2023
Q4 | $292K | Sell |
7,148
-1,244
| -15% | -$50.8K | ﹤0.01% | 1800 |
|
|
2023
Q3 | $240K | Sell |
8,392
-580
| -6% | -$16.6K | ﹤0.01% | 1867 |
|
|
2023
Q2 | $321K | Buy |
+8,972
| New | +$321K | ﹤0.01% | 1696 |
|
|
2022
Q3 | – | Sell |
-9,761
| Closed | -$309K | – | 1868 |
|
|
2022
Q2 | $309K | Buy |
9,761
+6,165
| +171% | +$195K | ﹤0.01% | 1399 |
|
|
2022
Q1 | $392K | Buy |
3,596
+1,232
| +52% | +$134K | 0.01% | 1334 |
|
|
2021
Q4 | $358K | Buy |
2,364
+1,580
| +202% | +$239K | 0.01% | 1392 |
|
|
2021
Q3 | $248K | Sell |
784
-1,120
| -59% | -$354K | ﹤0.01% | 1553 |
|
|
2021
Q2 | $238K | Buy |
+1,904
| New | +$238K | ﹤0.01% | 1565 |
|