Commonwealth Equity Services’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 | $3.32M | Buy |
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|
2025
Q2 | $3.77M | Buy |
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|
2025
Q1 | $2.19M | Buy |
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|
2024
Q4 | $2.68M | Buy |
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|
2024
Q3 | $1.62M | Sell |
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|
2024
Q2 | $1.07M | Buy |
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|
2024
Q1 | $1.11M | Sell |
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|
2023
Q4 | $1.93M | Buy |
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|
2023
Q3 | $1.27M | Sell |
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|
2023
Q2 | $1.59M | Sell |
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|
2023
Q1 | $806 | Sell |
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|
2022
Q4 | $759K | Sell |
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|
2022
Q3 | $2.64M | Sell |
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|
2022
Q2 | $4.28M | Buy |
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|
2022
Q1 | $11.4M | Buy |
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|
2021
Q4 | $5.46M | Buy |
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|
2021
Q3 | $9.08M | Buy |
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|
2021
Q2 | $2.03M | Buy |
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|
2021
Q1 | $562K | Buy |
|