Cetera Advisors’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
Q1
$464K Buy
2023
Q4
$423K Buy
2023
Q3
Sell
2023
Q2
$449K Sell
2023
Q1
$226K Sell
2022
Q4
$192K Buy
2022
Q2
Sell
2022
Q1
$216K Buy
2021
Q4
Sell
2021
Q3
$249K Buy