Frazier Financial 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 | $6.47K | Hold |
100
| – | – | ﹤0.01% | 418 |
|
2025
Q1 | $4.6K | Hold |
100
| – | – | ﹤0.01% | 443 |
|
2024
Q4 | $6.33K | Hold |
100
| – | – | 0.01% | 412 |
|
2024
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 572 |
|
2024
Q2 | $2.36K | Hold |
100
| – | – | ﹤0.01% | 770 |
|
2024
Q1 | $2.69K | Hold |
100
| – | – | ﹤0.01% | 719 |
|
2023
Q4 | $4.09K | Buy |
+100
| New | +$4.09K | ﹤0.01% | 540 |
|