Avior 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-167
| Closed | -$10.3K | – | 2247 |
|
|
2024
Q4 | $10.3K | Buy |
167
+160
| +2,286% | +$9.85K | ﹤0.01% | 1614 |
|
|
2024
Q3 | $280 | Buy |
+7
| New | +$280 | ﹤0.01% | 2208 |
|
|
2024
Q2 | – | Sell |
-14
| Closed | -$376 | – | 3669 |
|
|
2024
Q1 | $376 | Buy |
14
+12
| +600% | +$322 | ﹤0.01% | 2652 |
|
|
2023
Q4 | $81 | Buy |
+2
| New | +$81 | ﹤0.01% | 1502 |
|
|
2022
Q3 | – | Sell |
-50
| Closed | -$1K | – | 1304 |
|
|
2022
Q2 | $1K | Sell |
50
-95
| -66% | -$1.9K | ﹤0.01% | 1026 |
|
|
2022
Q1 | $15K | Buy |
145
+120
| +480% | +$12.4K | ﹤0.01% | 775 |
|
|
2021
Q4 | $3K | Hold |
25
| – | – | ﹤0.01% | 955 |
|
|
2021
Q3 | $7K | Buy |
+25
| New | +$7K | ﹤0.01% | 816 |
|