Principal Financial Group’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
|
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|
2025
Q4 | $220K | Sell |
|
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|
2025
Q3 | $328K | Buy |
|
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|
2025
Q2 | $387K | Sell |
|
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|
2025
Q1 | $5.46M | Buy |
|
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|
2024
Q4 | $412K | Sell |
|
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|
2024
Q3 | $286K | Sell |
|
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|
2024
Q2 | $245K | Buy |
|
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|
2024
Q1 | $268K | Buy |
|
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|
2023
Q4 | $345K | Buy |
|
|||||
|
2023
Q3 | $215K | Sell |
|
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|
2023
Q2 | $305K | Buy |
|
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|
2022
Q3 | – | Sell |
|
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|
2022
Q2 | $307K | Buy |
|
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|
2022
Q1 | $519K | Sell |
|
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|
2021
Q4 | $738K | Buy |
|
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|
2021
Q3 | $1.47M | Buy |
|