A detailed history of Spire Wealth Management transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, Spire Wealth Management holds 96 shares of UPST stock, worth $2,205. This represents 0.0% of its overall portfolio holdings.

Number of Shares
96
Previous 167 42.51%
Holding current value
$2,205
Previous $6,000 66.67%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 24, 2024

SELL
$23.25 - $38.8 $1,650 - $2,754
-71 Reduced 42.51%
96 $2,000
Q4 2023

Feb 06, 2024

SELL
$20.87 - $47.31 $1,043 - $2,365
-50 Reduced 23.04%
167 $6,000
Q3 2023

Nov 08, 2023

SELL
$26.55 - $72.09 $56,551 - $153,551
-2,130 Reduced 90.75%
217 $6,000
Q2 2023

Aug 09, 2023

BUY
$12.1 - $37.7 $9,534 - $29,707
788 Added 50.55%
2,347 $84,000
Q1 2023

May 09, 2023

BUY
$12.89 - $23.85 $3,660 - $6,773
284 Added 22.27%
1,559 $24,000
Q4 2022

Feb 03, 2023

BUY
$12.25 - $24.9 $918 - $1,867
75 Added 6.25%
1,275 $17,000
Q3 2022

Nov 07, 2022

SELL
$20.79 - $36.28 $7,796 - $13,605
-375 Reduced 23.81%
1,200 $25,000
Q2 2022

Jul 22, 2022

SELL
$28.0 - $113.85 $19,096 - $77,645
-682 Reduced 30.22%
1,575 $50,000
Q1 2022

Apr 18, 2022

BUY
$89.34 - $157.99 $69,506 - $122,916
778 Added 52.6%
2,257 $246,000
Q4 2021

Jan 14, 2022

BUY
$131.5 - $390.0 $70,615 - $209,430
537 Added 57.01%
1,479 $245,000
Q3 2021

Oct 22, 2021

BUY
$113.09 - $336.34 $62,878 - $187,005
556 Added 144.04%
942 $534,000
Q2 2021

Jul 26, 2021

BUY
$84.05 - $170.0 $15,633 - $31,620
186 Added 93.0%
386 $48,000
Q1 2021

May 21, 2021

BUY
$43.99 - $164.87 $8,798 - $32,974
200 New
200 $26,000

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 $1.87B
  • 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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