Advisornet 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 | $262K | Hold |
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|
2025
Q2 | $333K | Hold |
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|
2025
Q1 | $237K | Sell |
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|
2024
Q4 | $318K | Hold |
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|
2024
Q3 | $207K | Hold |
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|
2024
Q2 | $122K | Hold |
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|
2024
Q1 | $139K | Hold |
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|
2023
Q4 | $211K | Buy |
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|
2023
Q3 | $119K | Buy |
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|
2023
Q2 | $113K | Sell |
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|
2023
Q1 | $50.6K | Hold |
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|
2022
Q4 | $42.1K | Sell |
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|
2022
Q3 | $76K | Buy |
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|
2022
Q2 | $87K | Buy |
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|
2022
Q1 | $116K | Buy |
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|
2021
Q4 | $2K | Buy |
|