D.J. St. Germain’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-30
| Closed | -$1.2K | – | 866 |
|
2024
Q3 | $1.2K | Hold |
30
| – | – | ﹤0.01% | 700 |
|
2024
Q2 | $708 | Hold |
30
| – | – | ﹤0.01% | 725 |
|
2024
Q1 | $807 | Hold |
30
| – | – | ﹤0.01% | 726 |
|
2023
Q4 | $1.23K | Hold |
30
| – | – | ﹤0.01% | 714 |
|
2023
Q3 | $856 | Hold |
30
| – | – | ﹤0.01% | 698 |
|
2023
Q2 | $1.07K | Buy |
+30
| New | +$1.07K | ﹤0.01% | 671 |
|