Plante Moran Financial Advisors’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 | $970 | Sell |
15
-854
| -98% | -$55.2K | ﹤0.01% | 701 |
|
|
2025
Q1 | $40K | Hold |
869
| – | – | ﹤0.01% | 376 |
|
|
2024
Q4 | $53.5K | Hold |
869
| – | – | ﹤0.01% | 337 |
|
|
2024
Q3 | $34.8K | Buy |
869
+158
| +22% | +$6.32K | ﹤0.01% | 436 |
|
|
2024
Q2 | $16.8K | Buy |
711
+241
| +51% | +$5.69K | ﹤0.01% | 501 |
|
|
2024
Q1 | $12.6K | Buy |
+470
| New | +$12.6K | ﹤0.01% | 569 |
|
|
2023
Q2 | – | Sell |
-411
| Closed | -$6.53K | – | 901 |
|
|
2023
Q1 | $6.53K | Buy |
+411
| New | +$6.53K | ﹤0.01% | 621 |
|
|
2022
Q3 | – | Sell |
-609
| Closed | -$19K | – | 1091 |
|
|
2022
Q2 | $19K | Sell |
609
-1,157
| -66% | -$36.1K | ﹤0.01% | 477 |
|
|
2022
Q1 | $193K | Buy |
1,766
+1,566
| +783% | +$171K | 0.04% | 167 |
|
|
2021
Q4 | $30K | Buy |
+200
| New | +$30K | ﹤0.01% | 468 |
|