Private Advisor 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 | $931K | Buy |
14,388
+70
| +0.5% | +$4.53K | 0.01% | 1349 |
|
|
2025
Q1 | $659K | Buy |
14,318
+2,986
| +26% | +$137K | ﹤0.01% | 1470 |
|
|
2024
Q4 | $698K | Sell |
11,332
-4,416
| -28% | -$272K | ﹤0.01% | 1412 |
|
|
2024
Q3 | $630K | Sell |
15,748
-956
| -6% | -$38.3K | ﹤0.01% | 1487 |
|
|
2024
Q2 | $394K | Sell |
16,704
-1,232
| -7% | -$29.1K | ﹤0.01% | 1702 |
|
|
2024
Q1 | $482K | Buy |
17,936
+2,149
| +14% | +$57.8K | ﹤0.01% | 1544 |
|
|
2023
Q4 | $645K | Sell |
15,787
-104
| -0.7% | -$4.25K | 0.01% | 1328 |
|
|
2023
Q3 | $454K | Buy |
15,891
+9,167
| +136% | +$262K | ﹤0.01% | 1418 |
|
|
2023
Q2 | $241K | Buy |
+6,724
| New | +$241K | ﹤0.01% | 1762 |
|
|
2022
Q4 | – | Sell |
-13,345
| Closed | -$277K | – | 1956 |
|
|
2022
Q3 | $277K | Buy |
13,345
+1,115
| +9% | +$23.1K | ﹤0.01% | 1511 |
|
|
2022
Q2 | $387K | Buy |
12,230
+6,045
| +98% | +$191K | ﹤0.01% | 1526 |
|
|
2022
Q1 | $675K | Buy |
6,185
+2,610
| +73% | +$285K | 0.01% | 1272 |
|
|
2021
Q4 | $541K | Buy |
3,575
+904
| +34% | +$137K | ﹤0.01% | 1408 |
|
|
2021
Q3 | $845K | Buy |
+2,671
| New | +$845K | 0.01% | 1277 |
|