SVB Wealth’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
Q2 | – | Sell |
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|
2025
Q1 | $977K | Buy |
|
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|
2024
Q4 | $1.31M | Buy |
|
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|
2024
Q3 | – | Sell |
|
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|
2024
Q2 | $620K | Sell |
|
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|
2024
Q1 | $843K | Sell |
|
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|
2023
Q4 | $2.15M | Buy |
|
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|
2023
Q3 | $754K | Sell |
|
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|
2023
Q2 | $947K | Sell |
|
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|
2023
Q1 | $428K | Sell |
|
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|
2022
Q4 | $362K | Sell |
|
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|
2022
Q3 | $571K | Buy |
|