LPL Financial’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 | $4.85M | Sell |
74,977
-18,653
| -20% | -$1.21M | ﹤0.01% | 2330 |
|
|
2025
Q1 | $4.31M | Buy |
93,630
+9,911
| +12% | +$456K | ﹤0.01% | 2269 |
|
|
2024
Q4 | $5.15M | Buy |
83,719
+23,324
| +39% | +$1.44M | ﹤0.01% | 2053 |
|
|
2024
Q3 | $2.42M | Sell |
60,395
-4,158
| -6% | -$166K | ﹤0.01% | 2526 |
|
|
2024
Q2 | $1.52M | Sell |
64,553
-457
| -0.7% | -$10.8K | ﹤0.01% | 2825 |
|
|
2024
Q1 | $1.75M | Buy |
65,010
+6,320
| +11% | +$170K | ﹤0.01% | 2626 |
|
|
2023
Q4 | $2.4M | Buy |
58,690
+2,542
| +5% | +$104K | ﹤0.01% | 2248 |
|
|
2023
Q3 | $1.6M | Buy |
56,148
+5,192
| +10% | +$148K | ﹤0.01% | 2482 |
|
|
2023
Q2 | $1.82M | Buy |
50,956
+1,248
| +3% | +$44.7K | ﹤0.01% | 2322 |
|
|
2023
Q1 | $790K | Sell |
49,708
-3,603
| -7% | -$57.3K | ﹤0.01% | 2934 |
|
|
2022
Q4 | $705K | Sell |
53,311
-15,732
| -23% | -$208K | ﹤0.01% | 2929 |
|
|
2022
Q3 | $1.44M | Sell |
69,043
-24,493
| -26% | -$509K | ﹤0.01% | 2238 |
|
|
2022
Q2 | $2.96M | Sell |
93,536
-7,894
| -8% | -$250K | ﹤0.01% | 1730 |
|
|
2022
Q1 | $11.1M | Buy |
101,430
+48,148
| +90% | +$5.25M | 0.01% | 930 |
|
|
2021
Q4 | $8.06M | Buy |
53,282
+15,417
| +41% | +$2.33M | 0.01% | 1152 |
|
|
2021
Q3 | $12M | Buy |
37,865
+23,015
| +155% | +$7.28M | 0.01% | 853 |
|
|
2021
Q2 | $1.86M | Buy |
14,850
+11,064
| +292% | +$1.38M | ﹤0.01% | 2041 |
|
|
2021
Q1 | $488K | Buy |
+3,786
| New | +$488K | ﹤0.01% | 3033 |
|