Commonwealth Equity Services’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 | $3.77M | Buy |
58,233
+10,680
| +22% | +$691K | 0.01% | 1526 |
|
|
2025
Q1 | $2.19M | Buy |
47,553
+3,974
| +9% | +$183K | ﹤0.01% | 1851 |
|
|
2024
Q4 | $2.68M | Buy |
43,579
+3,093
| +8% | +$190K | ﹤0.01% | 1668 |
|
|
2024
Q3 | $1.62M | Sell |
40,486
-4,901
| -11% | -$196K | ﹤0.01% | 1962 |
|
|
2024
Q2 | $1.07M | Buy |
45,387
+3,943
| +10% | +$93K | ﹤0.01% | 2230 |
|
|
2024
Q1 | $1.11M | Sell |
41,444
-5,745
| -12% | -$154K | ﹤0.01% | 2165 |
|
|
2023
Q4 | $1.93M | Buy |
47,189
+2,770
| +6% | +$113K | ﹤0.01% | 1728 |
|
|
2023
Q3 | $1.27M | Sell |
44,419
-93
| -0.2% | -$2.66K | ﹤0.01% | 1908 |
|
|
2023
Q2 | $1.59M | Sell |
44,512
-6,234
| -12% | -$223K | ﹤0.01% | 1774 |
|
|
2023
Q1 | $806 | Sell |
50,746
-6,698
| -12% | -$106 | ﹤0.01% | 2197 |
|
|
2022
Q4 | $759K | Sell |
57,444
-69,557
| -55% | -$919K | ﹤0.01% | 2144 |
|
|
2022
Q3 | $2.64M | Sell |
127,001
-8,304
| -6% | -$173K | 0.01% | 1250 |
|
|
2022
Q2 | $4.28M | Buy |
135,305
+31,123
| +30% | +$984K | 0.01% | 971 |
|
|
2022
Q1 | $11.4M | Buy |
104,182
+68,098
| +189% | +$7.43M | 0.03% | 571 |
|
|
2021
Q4 | $5.46M | Buy |
36,084
+7,382
| +26% | +$1.12M | 0.01% | 887 |
|
|
2021
Q3 | $9.08M | Buy |
28,702
+12,460
| +77% | +$3.94M | 0.02% | 603 |
|
|
2021
Q2 | $2.03M | Buy |
16,242
+11,880
| +272% | +$1.48M | 0.01% | 1412 |
|
|
2021
Q1 | $562K | Buy |
+4,362
| New | +$562K | ﹤0.01% | 2240 |
|