Farther Finance Advisors’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $104K | Buy |
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|
2025
Q2 | $48.8K | Sell |
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|
2025
Q1 | $38.8K | Sell |
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|
2024
Q4 | $54.3K | Buy |
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|
2024
Q3 | $28.4K | Buy |
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|
2024
Q2 | $15.8K | Sell |
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|
2024
Q1 | $34.3K | Buy |
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|
2023
Q4 | $46K | Buy |
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|
2023
Q3 | $13K | Buy |
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|
2023
Q2 | $13.1K | Buy |
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|
2023
Q1 | $2.24K | Sell |
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|
2022
Q4 | $2.04K | Buy |
|