Stifel Financial’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 | $344K | Buy |
+5,314
| New | +$344K | ﹤0.01% | 2969 |
|
|
2023
Q3 | – | Sell |
-8,540
| Closed | -$306K | – | 3409 |
|
|
2023
Q2 | $306K | Buy |
+8,540
| New | +$306K | ﹤0.01% | 2810 |
|
|
2022
Q3 | – | Sell |
-6,304
| Closed | -$200K | – | 3389 |
|
|
2022
Q2 | $200K | Sell |
6,304
-2,801
| -31% | -$88.9K | ﹤0.01% | 3003 |
|
|
2022
Q1 | $992K | Buy |
9,105
+2,627
| +41% | +$286K | ﹤0.01% | 2119 |
|
|
2021
Q4 | $980K | Buy |
6,478
+5,541
| +591% | +$838K | ﹤0.01% | 2148 |
|
|
2021
Q3 | $297K | Buy |
+937
| New | +$297K | ﹤0.01% | 2913 |
|