Advisornet Financial’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $333K | Hold |
5,150
| – | – | 0.02% | 452 |
|
|
2025
Q1 | $237K | Sell |
5,150
-15
| -0.3% | -$690 | 0.02% | 507 |
|
|
2024
Q4 | $318K | Hold |
5,165
| – | – | 0.03% | 402 |
|
|
2024
Q3 | $207K | Hold |
5,165
| – | – | 0.02% | 513 |
|
|
2024
Q2 | $122K | Hold |
5,165
| – | – | 0.01% | 585 |
|
|
2024
Q1 | $139K | Hold |
5,165
| – | – | 0.01% | 546 |
|
|
2023
Q4 | $211K | Buy |
5,165
+1,000
| +24% | +$40.9K | 0.02% | 460 |
|
|
2023
Q3 | $119K | Buy |
4,165
+1,000
| +32% | +$28.5K | 0.01% | 572 |
|
|
2023
Q2 | $113K | Sell |
3,165
-22
| -0.7% | -$788 | 0.01% | 616 |
|
|
2023
Q1 | $50.6K | Hold |
3,187
| – | – | ﹤0.01% | 796 |
|
|
2022
Q4 | $42.1K | Sell |
3,187
-455
| -12% | -$6.02K | ﹤0.01% | 835 |
|
|
2022
Q3 | $76K | Buy |
3,642
+895
| +33% | +$18.7K | 0.01% | 727 |
|
|
2022
Q2 | $87K | Buy |
2,747
+1,680
| +157% | +$53.2K | 0.01% | 708 |
|
|
2022
Q1 | $116K | Buy |
1,067
+1,052
| +7,013% | +$114K | 0.01% | 696 |
|
|
2021
Q4 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 1841 |
|