Prospera Financial Services’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 | $608K | Buy |
+9,403
| New | +$608K | 0.01% | 839 |
|
|
2024
Q4 | – | Sell |
-15,213
| Closed | -$609K | – | 1186 |
|
|
2024
Q3 | $609K | Sell |
15,213
-2,934
| -16% | -$117K | 0.02% | 653 |
|
|
2024
Q2 | $428K | Sell |
18,147
-3,697
| -17% | -$87.2K | 0.01% | 766 |
|
|
2024
Q1 | $587K | Sell |
21,844
-4,819
| -18% | -$130K | 0.02% | 656 |
|
|
2023
Q4 | $1.09M | Sell |
26,663
-394
| -1% | -$16.1K | 0.04% | 444 |
|
|
2023
Q3 | $772K | Sell |
27,057
-7,652
| -22% | -$218K | 0.03% | 490 |
|
|
2023
Q2 | $1.24M | Buy |
34,709
+5,061
| +17% | +$181K | 0.05% | 363 |
|
|
2023
Q1 | $471K | Buy |
+29,648
| New | +$471K | 0.02% | 634 |
|
|
2022
Q4 | – | Sell |
-11,351
| Closed | -$236K | – | 956 |
|
|
2022
Q3 | $236K | Sell |
11,351
-2,716
| -19% | -$56.5K | 0.01% | 730 |
|
|
2022
Q2 | $445K | Buy |
14,067
+3,202
| +29% | +$101K | 0.02% | 550 |
|
|
2022
Q1 | $1.19M | Buy |
10,865
+3,993
| +58% | +$436K | 0.05% | 391 |
|
|
2021
Q4 | $1.04M | Buy |
6,872
+5,360
| +354% | +$811K | 0.05% | 402 |
|
|
2021
Q3 | $478K | Buy |
+1,512
| New | +$478K | 0.02% | 548 |
|