Private Advisor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $799K | Buy |
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|
2025
Q2 | $931K | Buy |
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|
2025
Q1 | $659K | Buy |
|
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|
2024
Q4 | $698K | Sell |
|
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|
2024
Q3 | $630K | Sell |
|
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|
2024
Q2 | $394K | Sell |
|
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|
2024
Q1 | $482K | Buy |
|
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|
2023
Q4 | $645K | Sell |
|
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|
2023
Q3 | $454K | Buy |
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|
2023
Q2 | $241K | Buy |
|
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|
2022
Q4 | – | Sell |
|
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|
2022
Q3 | $277K | Buy |
|
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|
2022
Q2 | $387K | Buy |
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|
2022
Q1 | $675K | Buy |
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|
2021
Q4 | $541K | Buy |
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|
2021
Q3 | $845K | Buy |
|