LPL Financial’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 | $5.67M | Buy |
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|
2025
Q2 | $4.85M | Sell |
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|
2025
Q1 | $4.31M | Buy |
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|
2024
Q4 | $5.15M | Buy |
|
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|
2024
Q3 | $2.42M | Sell |
|
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|
2024
Q2 | $1.52M | Sell |
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|
2024
Q1 | $1.75M | Buy |
|
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|
2023
Q4 | $2.4M | Buy |
|
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|
2023
Q3 | $1.6M | Buy |
|
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|
2023
Q2 | $1.82M | Buy |
|
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|
2023
Q1 | $790K | Sell |
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|
2022
Q4 | $705K | Sell |
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|
2022
Q3 | $1.44M | Sell |
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|
2022
Q2 | $2.96M | Sell |
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|
2022
Q1 | $11.1M | Buy |
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|
2021
Q4 | $8.06M | Buy |
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|
2021
Q3 | $12M | Buy |
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|
2021
Q2 | $1.85M | Buy |
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|
2021
Q1 | $488K | Buy |
|