AE Wealth Management’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-24,005
| Closed | -$783K | – | 1938 |
|
|
2023
Q4 | $783K | Buy |
24,005
+8,876
| +59% | +$290K | ﹤0.01% | 1246 |
|
|
2023
Q3 | $432K | Sell |
15,129
-1,381
| -8% | -$39.4K | ﹤0.01% | 1455 |
|
|
2023
Q2 | $591K | Sell |
16,510
-4,867
| -23% | -$174K | ﹤0.01% | 1301 |
|
|
2023
Q1 | $340K | Buy |
+21,377
| New | +$340K | ﹤0.01% | 1489 |
|
|
2022
Q4 | – | Sell |
-10,285
| Closed | -$214K | – | 1917 |
|
|
2022
Q3 | $214K | Sell |
10,285
-6,806
| -40% | -$142K | ﹤0.01% | 1589 |
|
|
2022
Q2 | $540K | Sell |
17,091
-15,930
| -48% | -$503K | ﹤0.01% | 1155 |
|
|
2022
Q1 | $3.6M | Buy |
33,021
+18,733
| +131% | +$2.04M | 0.02% | 534 |
|
|
2021
Q4 | $2.16M | Buy |
14,288
+6,105
| +75% | +$924K | 0.02% | 679 |
|
|
2021
Q3 | $2.59M | Sell |
8,183
-1,541
| -16% | -$488K | 0.02% | 565 |
|
|
2021
Q2 | $1.22M | Buy |
+9,724
| New | +$1.22M | 0.01% | 771 |
|