A detailed history of Toth Financial Advisory Corp transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, Toth Financial Advisory Corp holds 210 shares of UPST stock, worth $14,336. This represents 0.0% of its overall portfolio holdings.

Number of Shares
210
Previous 210 -0.0%
Holding current value
$14,336
Previous $4,000 100.0%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024

SELL
$21.64 - $28.59 $64 - $85
-3 Reduced 1.41%
210 $4,000
Q1 2024

Apr 16, 2024

SELL
$23.25 - $38.8 $7,440 - $12,416
-320 Reduced 60.04%
213 $5,000
Q4 2022

Jan 24, 2023

SELL
$12.25 - $24.9 $220 - $448
-18 Reduced 3.27%
533 $0
Q3 2022

Oct 14, 2022

SELL
$20.79 - $36.28 $291 - $507
-14 Reduced 2.48%
551 $11,000
Q2 2022

Jul 25, 2022

BUY
$28.0 - $113.85 $896 - $3,643
32 Added 6.0%
565 $18,000
Q1 2022

Apr 26, 2022

SELL
$89.34 - $157.99 $893 - $1,579
-10 Reduced 1.84%
533 $58,000
Q4 2021

Jan 31, 2022

BUY
$131.5 - $390.0 $5,654 - $16,770
43 Added 8.6%
543 $82,000
Q3 2021

Oct 20, 2021

BUY
$113.09 - $336.34 $56,545 - $168,170
500 New
500 $158,000

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 $5.55B
  • 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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