Citigroup’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
$27.9M Buy
2025
Q2
$22.7M Sell
2025
Q1
$16.2M Sell
2024
Q4
$22M Buy
2024
Q3
$4.27M Buy
2024
Q2
$1.11M Sell
2024
Q1
$1.48M Sell
2023
Q4
$2.53M Buy
2023
Q3
$1.2M Sell
2023
Q2
$1.87M Buy
2023
Q1
$398K Sell
2022
Q4
$815K Sell
2022
Q3
$1.75M Sell
2022
Q2
$5.26M Buy
2022
Q1
$7.47M Buy
2021
Q4
$9.44M Buy
2021
Q3
$11.6M Buy
2021
Q2
$1.48M Buy
2021
Q1
$773K Buy