MML Investors Services’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 | $2.75M | Buy |
42,518
+3,476
| +9% | +$225K | 0.01% | 1081 |
|
|
2025
Q1 | $1.8M | Sell |
39,042
-2,944
| -7% | -$136K | 0.01% | 1239 |
|
|
2024
Q4 | $2.59M | Sell |
41,986
-1,926
| -4% | -$119K | 0.01% | 1000 |
|
|
2024
Q3 | $1.76M | Buy |
43,912
+3,133
| +8% | +$125K | 0.01% | 1166 |
|
|
2024
Q2 | $962K | Buy |
40,779
+5,757
| +16% | +$136K | ﹤0.01% | 1425 |
|
|
2024
Q1 | $942K | Sell |
35,022
-273
| -0.8% | -$7.34K | ﹤0.01% | 1460 |
|
|
2023
Q4 | $1.44M | Buy |
35,295
+2,307
| +7% | +$94.3K | 0.01% | 1160 |
|
|
2023
Q3 | $941K | Buy |
32,988
+2,367
| +8% | +$67.5K | 0.01% | 1254 |
|
|
2023
Q2 | $1.1M | Buy |
30,621
+5,795
| +23% | +$208K | 0.01% | 1189 |
|
|
2023
Q1 | $394K | Buy |
24,826
+6,946
| +39% | +$110K | ﹤0.01% | 1527 |
|
|
2022
Q4 | $236K | Sell |
17,880
-4,842
| -21% | -$63.9K | ﹤0.01% | 1935 |
|
|
2022
Q3 | $472K | Buy |
22,722
+8,198
| +56% | +$170K | ﹤0.01% | 1456 |
|
|
2022
Q2 | $459K | Buy |
14,524
+4,927
| +51% | +$156K | ﹤0.01% | 1453 |
|
|
2022
Q1 | $1.05M | Buy |
9,597
+6,907
| +257% | +$754K | 0.01% | 1064 |
|
|
2021
Q4 | $407K | Buy |
2,690
+1,387
| +106% | +$210K | ﹤0.01% | 1524 |
|
|
2021
Q3 | $412K | Buy |
+1,303
| New | +$412K | ﹤0.01% | 1462 |
|