Principal Financial Group’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 | $387K | Sell |
5,990
-112,697
| -95% | -$7.29M | ﹤0.01% | 2029 |
|
|
2025
Q1 | $5.46M | Buy |
118,687
+112,002
| +1,675% | +$5.16M | ﹤0.01% | 1534 |
|
|
2024
Q4 | $412K | Sell |
6,685
-472
| -7% | -$29.1K | ﹤0.01% | 1990 |
|
|
2024
Q3 | $286K | Sell |
7,157
-3,248
| -31% | -$130K | ﹤0.01% | 2035 |
|
|
2024
Q2 | $245K | Buy |
10,405
+422
| +4% | +$9.96K | ﹤0.01% | 2099 |
|
|
2024
Q1 | $268K | Buy |
9,983
+1,533
| +18% | +$41.2K | ﹤0.01% | 2113 |
|
|
2023
Q4 | $345K | Buy |
8,450
+916
| +12% | +$37.4K | ﹤0.01% | 2029 |
|
|
2023
Q3 | $215K | Sell |
7,534
-979
| -12% | -$27.9K | ﹤0.01% | 2144 |
|
|
2023
Q2 | $305K | Buy |
+8,513
| New | +$305K | ﹤0.01% | 2077 |
|
|
2022
Q3 | – | Sell |
-9,692
| Closed | -$307K | – | 2574 |
|
|
2022
Q2 | $307K | Buy |
9,692
+4,933
| +104% | +$156K | ﹤0.01% | 2169 |
|
|
2022
Q1 | $519K | Sell |
4,759
-119
| -2% | -$13K | ﹤0.01% | 2101 |
|
|
2021
Q4 | $738K | Buy |
4,878
+244
| +5% | +$36.9K | ﹤0.01% | 2044 |
|
|
2021
Q3 | $1.47M | Buy |
+4,634
| New | +$1.47M | ﹤0.01% | 1922 |
|