Larson 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $256K | Buy |
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|
2025
Q2 | $22.9K | Buy |
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|
2025
Q1 | $11.3K | Buy |
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|
2024
Q4 | $12.1K | Buy |
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|
2024
Q3 | $6.64K | Sell |
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|
2024
Q2 | $6.01K | Hold |
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|
2024
Q1 | $6.86K | Buy |
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|
2023
Q4 | $6.33K | Sell |
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|
2023
Q3 | $24.9K | Buy |
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|
2023
Q2 | $29K | Buy |
|
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|
2023
Q1 | $11.2K | Sell |
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|
2022
Q4 | $14.1K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $6K | Hold |
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|
2022
Q1 | $20K | Buy |
|