Albion Financial Group’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 | $64.7K | Hold |
1,000
| – | – | ﹤0.01% | 224 |
|
|
2025
Q1 | $46K | Hold |
1,000
| – | – | ﹤0.01% | 247 |
|
|
2024
Q4 | $61.6K | Hold |
1,000
| – | – | ﹤0.01% | 234 |
|
|
2024
Q3 | $40K | Hold |
1,000
| – | – | ﹤0.01% | 258 |
|
|
2024
Q2 | $23.6K | Hold |
1,000
| – | – | ﹤0.01% | 282 |
|
|
2024
Q1 | $26.9K | Hold |
1,000
| – | – | ﹤0.01% | 258 |
|
|
2023
Q4 | $40.9K | Hold |
1,000
| – | – | ﹤0.01% | 235 |
|
|
2023
Q3 | $28.5K | Hold |
1,000
| – | – | ﹤0.01% | 242 |
|
|
2023
Q2 | $35.8K | Hold |
1,000
| – | – | ﹤0.01% | 236 |
|
|
2023
Q1 | $15.9K | Hold |
1,000
| – | – | ﹤0.01% | 278 |
|
|
2022
Q4 | $13.2K | Hold |
1,000
| – | – | ﹤0.01% | 286 |
|
|
2022
Q3 | $21K | Hold |
1,000
| – | – | ﹤0.01% | 255 |
|
|
2022
Q2 | $32K | Hold |
1,000
| – | – | ﹤0.01% | 239 |
|
|
2022
Q1 | $109K | Hold |
1,000
| – | – | 0.01% | 224 |
|
|
2021
Q4 | $151K | Hold |
1,000
| – | – | 0.01% | 228 |
|
|
2021
Q3 | $316K | Hold |
1,000
| – | – | 0.03% | 164 |
|
|
2021
Q2 | $125K | Buy |
+1,000
| New | +$125K | 0.01% | 205 |
|