Creative Planning’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 | $1.42M | Buy |
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|
2025
Q2 | $1.27M | Sell |
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|
2025
Q1 | $1.44M | Buy |
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|
2024
Q4 | $1.1M | Sell |
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|
2024
Q3 | $926K | Sell |
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|
2024
Q2 | $617K | Sell |
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|
2024
Q1 | $744K | Buy |
|
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|
2023
Q4 | $1.1M | Buy |
|
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|
2023
Q3 | $439K | Sell |
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|
2023
Q2 | $561K | Buy |
|
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|
2023
Q1 | $224K | Buy |
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|
2022
Q4 | $138K | Sell |
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|
2022
Q3 | $251K | Sell |
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|
2022
Q2 | $411K | Buy |
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|
2022
Q1 | $922K | Buy |
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|
2021
Q4 | $330K | Sell |
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|
2021
Q3 | $1.11M | Buy |
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|
2021
Q2 | $352K | Buy |
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