Creative Planning’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 | $1.27M | Sell |
19,581
-11,667
| -37% | -$755K | ﹤0.01% | 1657 |
|
|
2025
Q1 | $1.44M | Buy |
31,248
+13,316
| +74% | +$613K | ﹤0.01% | 1425 |
|
|
2024
Q4 | $1.1M | Sell |
17,932
-5,206
| -22% | -$321K | ﹤0.01% | 1571 |
|
|
2024
Q3 | $926K | Sell |
23,138
-3,031
| -12% | -$121K | ﹤0.01% | 1574 |
|
|
2024
Q2 | $617K | Sell |
26,169
-1,482
| -5% | -$35K | ﹤0.01% | 1782 |
|
|
2024
Q1 | $744K | Buy |
27,651
+846
| +3% | +$22.7K | ﹤0.01% | 1548 |
|
|
2023
Q4 | $1.1M | Buy |
26,805
+11,428
| +74% | +$467K | ﹤0.01% | 1177 |
|
|
2023
Q3 | $439K | Sell |
15,377
-296
| -2% | -$8.45K | ﹤0.01% | 1645 |
|
|
2023
Q2 | $561K | Buy |
15,673
+1,554
| +11% | +$55.6K | ﹤0.01% | 1471 |
|
|
2023
Q1 | $224K | Buy |
14,119
+3,708
| +36% | +$58.9K | ﹤0.01% | 2031 |
|
|
2022
Q4 | $138K | Sell |
10,411
-1,672
| -14% | -$22.1K | ﹤0.01% | 2092 |
|
|
2022
Q3 | $251K | Sell |
12,083
-917
| -7% | -$19K | ﹤0.01% | 1751 |
|
|
2022
Q2 | $411K | Buy |
13,000
+4,546
| +54% | +$144K | ﹤0.01% | 1424 |
|
|
2022
Q1 | $922K | Buy |
8,454
+6,275
| +288% | +$684K | ﹤0.01% | 1022 |
|
|
2021
Q4 | $330K | Sell |
2,179
-1,344
| -38% | -$204K | ﹤0.01% | 1557 |
|
|
2021
Q3 | $1.12M | Buy |
3,523
+707
| +25% | +$224K | ﹤0.01% | 895 |
|
|
2021
Q2 | $352K | Buy |
+2,816
| New | +$352K | ﹤0.01% | 1477 |
|