HighTower Advisors’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 | $207K | Buy |
+3,197
| New | +$207K | ﹤0.01% | 3237 |
|
|
2024
Q1 | – | Sell |
-5,095
| Closed | -$206K | – | 3537 |
|
|
2023
Q4 | $206K | Buy |
+5,095
| New | +$206K | ﹤0.01% | 2965 |
|
|
2023
Q3 | – | Sell |
-8,316
| Closed | -$298K | – | 3457 |
|
|
2023
Q2 | $298K | Buy |
+8,316
| New | +$298K | ﹤0.01% | 2555 |
|
|
2022
Q2 | – | Sell |
-6,991
| Closed | -$765K | – | 3186 |
|
|
2022
Q1 | $765K | Buy |
6,991
+1,694
| +32% | +$185K | ﹤0.01% | 1903 |
|
|
2021
Q4 | $807K | Buy |
5,297
+2,278
| +75% | +$347K | ﹤0.01% | 1862 |
|
|
2021
Q3 | $959K | Buy |
+3,019
| New | +$959K | ﹤0.01% | 1676 |
|