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Dogwood Wealth Management’s Upstart Holdings UPST Stock Holding History

Dogwood Wealth Management’s Portfolio UPST Stock Details UPST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$12.6K Hold
165
– – 0.01% 235
2025
Q1 		$7.6K Hold
165
– – ﹤0.01% 209
2024
Q4 		$10.2K Buy
+165
New +$10.2K 0.01% 184