Independent Financial Group’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $282K | Sell |
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|
2025
Q4 | $485K | Buy |
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|
2025
Q3 | $463K | Buy |
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|
2025
Q2 | $231K | Buy |
|
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|
2024
Q3 | – | Sell |
|
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|
2024
Q2 | $223K | Buy |
|
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|
2024
Q1 | – | Sell |
|
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|
2023
Q4 | $252K | Buy |
|
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|
2023
Q3 | – | Sell |
|
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|
2023
Q2 | $353K | Buy |
|
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|
2022
Q4 | – | Sell |
|
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|
2022
Q3 | $226K | Buy |
|
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|
2022
Q2 | $214K | Buy |
|
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|
2022
Q1 | $254K | Buy |
|
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|
2021
Q4 | $327K | Sell |
|
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|
2021
Q3 | $1.95M | Buy |
|