Fortitude Family Office’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 | $8.41K | Sell |
130
-307
| -70% | -$19.9K | ﹤0.01% | 612 |
|
|
2025
Q1 | $20.1K | Hold |
437
| – | – | 0.01% | 400 |
|
|
2024
Q4 | $26.9K | Buy |
437
+23
| +6% | +$1.42K | 0.01% | 385 |
|
|
2024
Q3 | $16.6K | Hold |
414
| – | – | 0.01% | 455 |
|
|
2024
Q2 | $9.77K | Buy |
+414
| New | +$9.77K | 0.01% | 420 |
|
|
2024
Q1 | – | Sell |
-186
| Closed | -$7.6K | – | 1090 |
|
|
2023
Q4 | $7.6K | Buy |
+186
| New | +$7.6K | 0.01% | 484 |
|