Nisa Investment Advisors’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 | $546K | Hold |
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|
2025
Q2 | $695K | Hold |
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|
2025
Q1 | $495K | Sell |
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|
2024
Q4 | $693K | Sell |
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|
2024
Q3 | $822K | Buy |
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|
2024
Q2 | $485K | Sell |
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|
2024
Q1 | $584K | Sell |
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|
2023
Q4 | $887K | Buy |
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|
2023
Q3 | $68.4K | Sell |
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|
2023
Q2 | $1.86M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $2.25M | Buy |
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|
2022
Q2 | $481K | Buy |
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|
2022
Q1 | $229K | Buy |
|