GPS Wealth Strategies Group’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 | $10.3K | Hold |
159
| – | – | ﹤0.01% | 1028 |
|
|
2025
Q1 | $7.32K | Hold |
159
| – | – | ﹤0.01% | 1076 |
|
|
2024
Q4 | $9.79K | Hold |
159
| – | – | ﹤0.01% | 952 |
|
|
2024
Q3 | $6.36K | Sell |
159
-494
| -76% | -$19.8K | ﹤0.01% | 1038 |
|
|
2024
Q2 | $15.4K | Sell |
653
-365
| -36% | -$8.61K | ﹤0.01% | 818 |
|
|
2024
Q1 | $27.4K | Sell |
1,018
-220
| -18% | -$5.92K | ﹤0.01% | 647 |
|
|
2023
Q4 | $50.6K | Sell |
1,238
-45
| -4% | -$1.84K | 0.01% | 485 |
|
|
2023
Q3 | $36.6K | Buy |
1,283
+31
| +2% | +$885 | 0.01% | 553 |
|
|
2023
Q2 | $44.8K | Buy |
1,252
+49
| +4% | +$1.76K | 0.01% | 520 |
|
|
2023
Q1 | $19.1K | Buy |
+1,203
| New | +$19.1K | ﹤0.01% | 697 |
|
|
2022
Q4 | – | Sell |
-1,353
| Closed | -$28K | – | 1022 |
|
|
2022
Q3 | $28K | Hold |
1,353
| – | – | 0.01% | 543 |
|
|
2022
Q2 | $43K | Buy |
1,353
+1,063
| +367% | +$33.8K | 0.01% | 472 |
|
|
2022
Q1 | $32K | Buy |
+290
| New | +$32K | 0.01% | 507 |
|