Allworth 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 | $82.9K | Buy |
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|
2025
Q2 | $105K | Buy |
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|
2025
Q1 | $8.09K | Sell |
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|
2024
Q4 | $13.1K | Buy |
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|
2024
Q3 | $6.96K | Hold |
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|
2024
Q2 | $4.84K | Sell |
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|
2024
Q1 | $5.54K | Buy |
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|
2023
Q4 | $7.39K | Buy |
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|
2023
Q3 | $2.88K | Buy |
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|
2023
Q2 | $1.79K | Sell |
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|
2023
Q1 | $2.05K | Buy |
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|
2022
Q4 | $833 | Buy |
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|
2022
Q3 | $0 | Hold |
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|
2022
Q2 | $1K | Sell |
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|
2022
Q1 | $2K | Hold |
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|
2021
Q4 | $3K | Sell |
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|
2021
Q3 | $26K | Buy |
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