Larson Financial Group’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 | $22.9K | Buy |
354
+108
| +44% | +$6.99K | ﹤0.01% | 1416 |
|
|
2025
Q1 | $11.3K | Buy |
246
+49
| +25% | +$2.26K | ﹤0.01% | 1577 |
|
|
2024
Q4 | $12.1K | Buy |
197
+31
| +19% | +$1.91K | ﹤0.01% | 1413 |
|
|
2024
Q3 | $6.64K | Sell |
166
-89
| -35% | -$3.56K | ﹤0.01% | 1603 |
|
|
2024
Q2 | $6.02K | Hold |
255
| – | – | ﹤0.01% | 1397 |
|
|
2024
Q1 | $6.86K | Buy |
255
+100
| +65% | +$2.69K | ﹤0.01% | 1127 |
|
|
2023
Q4 | $6.33K | Sell |
155
-719
| -82% | -$29.4K | ﹤0.01% | 1120 |
|
|
2023
Q3 | $24.9K | Buy |
874
+64
| +8% | +$1.83K | ﹤0.01% | 762 |
|
|
2023
Q2 | $29K | Buy |
810
+104
| +15% | +$3.72K | ﹤0.01% | 653 |
|
|
2023
Q1 | $11.2K | Sell |
706
-361
| -34% | -$5.74K | ﹤0.01% | 897 |
|
|
2022
Q4 | $14.1K | Buy |
+1,067
| New | +$14.1K | ﹤0.01% | 771 |
|
|
2022
Q3 | – | Sell |
-187
| Closed | -$6K | – | 1404 |
|
|
2022
Q2 | $6K | Hold |
187
| – | – | ﹤0.01% | 848 |
|
|
2022
Q1 | $20K | Buy |
+187
| New | +$20K | ﹤0.01% | 530 |
|