Global Retirement Partners’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 | $12.7K | Buy |
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|
2024
Q4 | $616 | Hold |
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|
2024
Q3 | $400 | Sell |
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|
2024
Q2 | $1.93K | Hold |
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|
2024
Q1 | $2.21K | Hold |
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|
2023
Q4 | $2.5K | Buy |
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|
2023
Q3 | $1.88K | Hold |
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|
2023
Q2 | $2.51K | Sell |
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|
2023
Q1 | $1.22K | Buy |
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|
2022
Q4 | $1.11K | Hold |
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|
2022
Q3 | $2K | Sell |
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|
2022
Q2 | $4K | Hold |
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|
2022
Q1 | $4K | Buy |
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