A detailed history of Larson Financial Group LLC transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, Larson Financial Group LLC holds 166 shares of UPST stock, worth $11,686. This represents 0.0% of its overall portfolio holdings.

Number of Shares
166
Previous 255 34.9%
Holding current value
$11,686
Previous $6,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$22.9 - $44.11 $2,038 - $3,925
-89 Reduced 34.9%
166 $6,000
Q1 2024

May 03, 2024

BUY
$23.25 - $38.8 $2,325 - $3,879
100 Added 64.52%
255 $6,000
Q4 2023

Feb 01, 2024

SELL
$20.87 - $47.31 $15,005 - $34,015
-719 Reduced 82.27%
155 $6,000
Q3 2023

Nov 03, 2023

BUY
$26.55 - $72.09 $1,699 - $4,613
64 Added 7.9%
874 $24,000
Q2 2023

Aug 03, 2023

BUY
$12.1 - $37.7 $1,258 - $3,920
104 Added 14.73%
810 $29,000
Q1 2023

May 04, 2023

SELL
$12.89 - $23.85 $4,653 - $8,609
-361 Reduced 33.83%
706 $11,000
Q4 2022

Feb 03, 2023

BUY
$12.25 - $24.9 $13,070 - $26,568
1,067 New
1,067 $14,000
Q1 2022

May 05, 2022

BUY
$89.34 - $157.99 $16,706 - $29,544
187 New
187 $20,000

Others Institutions Holding UPST

About Upstart Holdings, Inc.


  • Ticker UPST
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Credit Services
  • Shares Outstandng 81,348,000
  • Market Cap $5.73B
  • Description
  • Upstart Holdings, Inc., together with its subsidiaries, operates a cloud-based artificial intelligence (AI) lending platform in the United States. Its platform aggregates consumer demand for loans and connects it to its network of the company's AI-enabled bank partners. The company was founded in 2012 and is headquartered in San Mateo, California.
More about UPST
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