Continuum Advisory’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 |
-54
| Closed | -$2.49K | – | 1504 |
|
|
2025
Q1 | $2.49K | Buy |
54
+7
| +15% | +$322 | ﹤0.01% | 1280 |
|
|
2024
Q4 | $2.89K | Buy |
47
+46
| +4,600% | +$2.83K | ﹤0.01% | 1305 |
|
|
2024
Q3 | $67 | Hold |
1
| – | – | ﹤0.01% | 1888 |
|
|
2024
Q2 | $24 | Hold |
1
| – | – | ﹤0.01% | 1698 |
|
|
2024
Q1 | $26 | Buy |
+1
| New | +$26 | ﹤0.01% | 1693 |
|