Parallel Advisors’s Upstart Holdings UPST Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$54.2K Sell
838
-70
-8% -$4.53K ﹤0.01% 1665
2025
Q1
$41.8K Sell
908
-28
-3% -$1.29K ﹤0.01% 1724
2024
Q4
$57.6K Buy
936
+45
+5% +$2.77K ﹤0.01% 1552
2024
Q3
$35.6K Sell
891
-240
-21% -$9.6K ﹤0.01% 1788
2024
Q2
$26.7K Sell
1,131
-116
-9% -$2.74K ﹤0.01% 1815
2024
Q1
$33.5K Buy
1,247
+154
+14% +$4.14K ﹤0.01% 1690
2023
Q4
$44.7K Hold
1,093
﹤0.01% 1478
2023
Q3
$31.2K Sell
1,093
-25
-2% -$714 ﹤0.01% 1626
2023
Q2
$40K Buy
1,118
+123
+12% +$4.41K ﹤0.01% 1515
2023
Q1
$15.8K Buy
995
+214
+27% +$3.4K ﹤0.01% 1941
2022
Q4
$10.3K Buy
781
+16
+2% +$212 ﹤0.01% 2009
2022
Q3
$16K Buy
765
+447
+141% +$9.35K ﹤0.01% 1775
2022
Q2
$10K Sell
318
-238
-43% -$7.48K ﹤0.01% 1977
2022
Q1
$63K Sell
556
-122
-18% -$13.8K ﹤0.01% 1178
2021
Q4
$103K Buy
678
+178
+36% +$27K ﹤0.01% 997
2021
Q3
$158K Sell
500
-24
-5% -$7.58K 0.01% 791
2021
Q2
$66K Buy
524
+174
+50% +$21.9K ﹤0.01% 1095
2021
Q1
$45K Buy
+350
New +$45K ﹤0.01% 1215