Cetera Advisors’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $464K | Buy |
17,258
+6,899
| +67% | +$186K | ﹤0.01% | 1651 |
|
|
2023
Q4 | $423K | Buy |
+10,359
| New | +$423K | 0.01% | 1221 |
|
|
2023
Q3 | – | Sell |
-12,533
| Closed | -$449K | – | 1787 |
|
|
2023
Q2 | $449K | Sell |
12,533
-1,668
| -12% | -$59.7K | 0.01% | 1117 |
|
|
2023
Q1 | $226K | Sell |
14,201
-332
| -2% | -$5.28K | ﹤0.01% | 1436 |
|
|
2022
Q4 | $192K | Buy |
+14,533
| New | +$192K | ﹤0.01% | 1456 |
|
|
2022
Q2 | – | Sell |
-1,978
| Closed | -$216K | – | 1466 |
|
|
2022
Q1 | $216K | Buy |
+1,978
| New | +$216K | ﹤0.01% | 1279 |
|
|
2021
Q4 | – | Sell |
-788
| Closed | -$249K | – | 1508 |
|
|
2021
Q3 | $249K | Buy |
+788
| New | +$249K | ﹤0.01% | 1201 |
|