Cornerstone Planning Group’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 | $909 | Hold |
11
| – | – | ﹤0.01% | 1137 |
|
|
2025
Q1 | $484 | Hold |
11
| – | – | ﹤0.01% | 1316 |
|
|
2024
Q4 | $715 | Hold |
11
| – | – | ﹤0.01% | 1039 |
|
|
2024
Q3 | $555 | Buy |
+11
| New | +$555 | ﹤0.01% | 1065 |
|
|
2023
Q4 | – | Sell |
-4
| Closed | -$114 | – | 1028 |
|
|
2023
Q3 | $114 | Hold |
4
| – | – | ﹤0.01% | 1084 |
|
|
2023
Q2 | $143 | Buy |
+4
| New | +$143 | ﹤0.01% | 1530 |
|
|
2022
Q4 | $63 | Buy |
+4
| New | +$63 | ﹤0.01% | 1547 |
|