Atria Wealth Solutions’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 | $604K | Buy |
8,930
+964
| +12% | +$65.2K | 0.01% | 830 |
|
|
2025
Q1 | $367K | Sell |
7,966
-11,043
| -58% | -$508K | ﹤0.01% | 1361 |
|
|
2024
Q4 | $1.17M | Buy |
19,009
+12,378
| +187% | +$762K | 0.01% | 864 |
|
|
2024
Q3 | $265K | Buy |
+6,631
| New | +$265K | ﹤0.01% | 1578 |
|
|
2024
Q1 | – | Sell |
-7,327
| Closed | -$299K | – | 2049 |
|
|
2023
Q4 | $299K | Buy |
+7,327
| New | +$299K | ﹤0.01% | 1492 |
|
|
2023
Q3 | – | Sell |
-6,357
| Closed | -$228K | – | 1970 |
|
|
2023
Q2 | $228K | Buy |
+6,357
| New | +$228K | ﹤0.01% | 1609 |
|
|
2023
Q1 | – | Sell |
-14,967
| Closed | -$198K | – | 1944 |
|
|
2022
Q4 | $198K | Buy |
14,967
+1,117
| +8% | +$14.8K | ﹤0.01% | 1610 |
|
|
2022
Q3 | $288K | Buy |
+13,850
| New | +$288K | 0.01% | 1315 |
|
|
2022
Q2 | – | Sell |
-8,983
| Closed | -$980K | – | 1859 |
|
|
2022
Q1 | $980K | Buy |
+8,983
| New | +$980K | 0.02% | 745 |
|