Truist Financial’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
Q3 | $615K | Sell |
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|
2025
Q2 | $869K | Sell |
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|
2025
Q1 | $910K | Sell |
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|
2024
Q4 | $1.67M | Buy |
|
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|
2024
Q3 | $902K | Buy |
|
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|
2024
Q2 | $217K | Sell |
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|
2024
Q1 | $265K | Sell |
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|
2023
Q4 | $492K | Sell |
|
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|
2023
Q3 | $505K | Buy |
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|
2023
Q2 | $308K | Buy |
|
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $253K | Buy |
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|
2022
Q1 | $339K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $992K | Sell |
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|
2021
Q2 | $5.09M | Sell |
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|
2021
Q1 | $5.39M | Buy |
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|
2020
Q4 | $698K | Buy |
|