Clearstead Advisors’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 | – | Sell |
-35
| Closed | -$1.61K | – | 2884 |
|
|
2025
Q1 | $1.61K | Sell |
35
-6
| -15% | -$276 | ﹤0.01% | 1928 |
|
|
2024
Q4 | $2.53K | Buy |
41
+6
| +17% | +$370 | ﹤0.01% | 1814 |
|
|
2024
Q3 | $1.4K | Hold |
35
| – | – | ﹤0.01% | 1868 |
|
|
2024
Q2 | $826 | Hold |
35
| – | – | ﹤0.01% | 1911 |
|
|
2024
Q1 | $961 | Hold |
35
| – | – | ﹤0.01% | 1404 |
|
|
2023
Q4 | $1.43K | Sell |
35
-35
| -50% | -$1.43K | ﹤0.01% | 1341 |
|
|
2023
Q3 | $2K | Buy |
70
+35
| +100% | +$999 | ﹤0.01% | 1405 |
|
|
2023
Q2 | $1.25K | Sell |
35
-2
| -5% | -$72 | ﹤0.01% | 1223 |
|
|
2023
Q1 | $588 | Hold |
37
| – | – | ﹤0.01% | 1287 |
|
|
2022
Q4 | $489 | Hold |
37
| – | – | ﹤0.01% | 1232 |
|
|
2022
Q3 | $1K | Hold |
37
| – | – | ﹤0.01% | 1206 |
|
|
2022
Q2 | $1K | Buy |
37
+10
| +37% | +$270 | ﹤0.01% | 1233 |
|
|
2022
Q1 | $3K | Sell |
27
-53
| -66% | -$5.89K | ﹤0.01% | 1166 |
|
|
2021
Q4 | $12K | Buy |
80
+53
| +196% | +$7.95K | ﹤0.01% | 910 |
|
|
2021
Q3 | $9K | Buy |
27
+16
| +145% | +$5.33K | ﹤0.01% | 959 |
|
|
2021
Q2 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 1206 |
|