FAM
Flaharty Asset Management’s Upstart Holdings UPST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-200
| Closed | -$9.21K | – | 495 |
|
|
2025
Q1 | $9.21K | Buy |
+200
| New | +$9.21K | ﹤0.01% | 336 |
|
|
2024
Q4 | – | Sell |
-200
| Closed | -$8K | – | 415 |
|
|
2024
Q3 | $8K | Buy |
+200
| New | +$8K | ﹤0.01% | 337 |
|
|
2023
Q4 | – | Sell |
-200
| Closed | -$5.71K | – | 432 |
|
|
2023
Q3 | $5.71K | Buy |
+200
| New | +$5.71K | ﹤0.01% | 359 |
|