Avantax Advisory Services’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 | $270K | Buy |
+4,171
| New | +$270K | ﹤0.01% | 1998 |
|
|
2023
Q3 | – | Sell |
-6,190
| Closed | -$222K | – | 1625 |
|
|
2023
Q2 | $222K | Buy |
+6,190
| New | +$222K | ﹤0.01% | 1352 |
|
|
2022
Q2 | – | Sell |
-2,086
| Closed | -$230K | – | 1394 |
|
|
2022
Q1 | $230K | Buy |
2,086
+391
| +23% | +$43.1K | ﹤0.01% | 1129 |
|
|
2021
Q4 | $256K | Sell |
1,695
-48
| -3% | -$7.25K | ﹤0.01% | 1057 |
|
|
2021
Q3 | $550K | Buy |
+1,743
| New | +$550K | 0.01% | 689 |
|