Stifel Financial
UPST icon

Stifel Financial’s Upstart Holdings UPST Stock Holding History

Stifel Financial’s Portfolio UPST Stock Details UPST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-5,314
Closed -$344K – 3651
2025
Q2 		$344K Buy
+5,314
New +$261K ﹤0.01% 2969
2023
Q3 		– Sell
-8,540
Closed -$306K – 3409
2023
Q2 		$306K Buy
+8,540
New +$196K ﹤0.01% 2810
2022
Q3 		– Sell
-6,304
Closed -$200K – 3389
2022
Q2 		$200K Sell
6,304
-2,801
-31% -$167K ﹤0.01% 3003
2022
Q1 		$992K Buy
9,105
+2,627
+41% +$303K ﹤0.01% 2119
2021
Q4 		$980K Buy
6,478
+5,541
+591% +$1.38M ﹤0.01% 2148
2021
Q3 		$297K Buy
+937
New +$185K ﹤0.01% 2913

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