Benjamin F. Edwards & Company’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $81K | Buy |
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|
2024
Q1 | $47K | Buy |
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|
2023
Q4 | $39K | Buy |
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|
2023
Q3 | $22K | Hold |
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|
2023
Q2 | $28K | Hold |
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|
2023
Q1 | $12K | Hold |
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|
2022
Q4 | $10K | Hold |
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|
2022
Q3 | $16K | Hold |
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|
2022
Q2 | $25K | Hold |
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|
2022
Q1 | $85K | Hold |
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|
2021
Q4 | $118K | Sell |
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|
2021
Q3 | $1.58M | Buy |
|