Truist 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 | $869K | Sell |
13,432
-6,330
| -32% | -$409K | ﹤0.01% | 1649 |
|
|
2025
Q1 | $910K | Sell |
19,762
-7,351
| -27% | -$338K | ﹤0.01% | 1557 |
|
|
2024
Q4 | $1.67M | Buy |
27,113
+4,567
| +20% | +$281K | ﹤0.01% | 1310 |
|
|
2024
Q3 | $902K | Buy |
22,546
+13,361
| +145% | +$535K | ﹤0.01% | 1575 |
|
|
2024
Q2 | $217K | Sell |
9,185
-674
| -7% | -$15.9K | ﹤0.01% | 2450 |
|
|
2024
Q1 | $265K | Sell |
9,859
-2,179
| -18% | -$58.6K | ﹤0.01% | 2340 |
|
|
2023
Q4 | $492K | Sell |
12,038
-5,658
| -32% | -$231K | ﹤0.01% | 1970 |
|
|
2023
Q3 | $505K | Buy |
17,696
+9,099
| +106% | +$260K | ﹤0.01% | 1916 |
|
|
2023
Q2 | $308K | Buy |
+8,597
| New | +$308K | ﹤0.01% | 2221 |
|
|
2022
Q3 | – | Sell |
-8,036
| Closed | -$253K | – | 2664 |
|
|
2022
Q2 | $253K | Buy |
8,036
+4,934
| +159% | +$155K | ﹤0.01% | 2309 |
|
|
2022
Q1 | $339K | Buy |
+3,102
| New | +$339K | ﹤0.01% | 2227 |
|
|
2021
Q4 | – | Sell |
-3,137
| Closed | -$992K | – | 2802 |
|
|
2021
Q3 | $992K | Sell |
3,137
-37,617
| -92% | -$11.9M | ﹤0.01% | 1601 |
|
|
2021
Q2 | $5.09M | Sell |
40,754
-1,083
| -3% | -$135K | 0.01% | 872 |
|
|
2021
Q1 | $5.39M | Buy |
41,837
+24,715
| +144% | +$3.18M | 0.01% | 816 |
|
|
2020
Q4 | $698K | Buy |
+17,122
| New | +$698K | ﹤0.01% | 1670 |
|