Farther Finance Advisors’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 | $48.8K | Sell |
754
-89
| -11% | -$5.76K | ﹤0.01% | 2142 |
|
|
2025
Q1 | $38.8K | Sell |
843
-39
| -4% | -$1.79K | ﹤0.01% | 2023 |
|
|
2024
Q4 | $54.3K | Buy |
882
+172
| +24% | +$10.6K | ﹤0.01% | 1619 |
|
|
2024
Q3 | $28.4K | Buy |
710
+21
| +3% | +$841 | ﹤0.01% | 1919 |
|
|
2024
Q2 | $15.8K | Sell |
689
-608
| -47% | -$13.9K | ﹤0.01% | 1876 |
|
|
2024
Q1 | $34.3K | Buy |
1,297
+172
| +15% | +$4.55K | ﹤0.01% | 1316 |
|
|
2023
Q4 | $46K | Buy |
1,125
+669
| +147% | +$27.3K | ﹤0.01% | 1064 |
|
|
2023
Q3 | $13K | Buy |
456
+90
| +25% | +$2.57K | ﹤0.01% | 1213 |
|
|
2023
Q2 | $13.1K | Buy |
366
+225
| +160% | +$8.06K | ﹤0.01% | 1113 |
|
|
2023
Q1 | $2.24K | Sell |
141
-13
| -8% | -$207 | ﹤0.01% | 1599 |
|
|
2022
Q4 | $2.04K | Buy |
+154
| New | +$2.04K | ﹤0.01% | 1442 |
|