EverSource Wealth Advisors’s Upstart Holdings UPST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.14K | Sell |
64
-47
| -42% | -$3.04K | ﹤0.01% | 3231 |
|
|
2025
Q1 | $5.11K | Buy |
111
+77
| +226% | +$3.54K | ﹤0.01% | 2482 |
|
|
2024
Q4 | $2.09K | Buy |
34
+5
| +17% | +$308 | ﹤0.01% | 2698 |
|
|
2024
Q3 | $1.16K | Buy |
29
+6
| +26% | +$240 | ﹤0.01% | 2690 |
|
|
2024
Q2 | $643 | Buy |
23
+21
| +1,050% | +$587 | ﹤0.01% | 2835 |
|
|
2024
Q1 | $44 | Sell |
2
-18
| -90% | -$396 | ﹤0.01% | 2859 |
|
|
2023
Q4 | $817 | Buy |
+20
| New | +$817 | ﹤0.01% | 2437 |
|
|
2023
Q1 | – | Sell |
-95
| Closed | -$1.26K | – | 2544 |
|
|
2022
Q4 | $1.26K | Buy |
+95
| New | +$1.26K | ﹤0.01% | 2036 |
|