Heritage Wealth 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% | 449 |
|
|
2025
Q1 | $4.6K | Hold |
100
| – | – | ﹤0.01% | 459 |
|
|
2024
Q4 | $6.16K | Hold |
100
| – | – | ﹤0.01% | 475 |
|
|
2024
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 504 |
|
|
2024
Q2 | $2.36K | Hold |
100
| – | – | ﹤0.01% | 473 |
|
|
2024
Q1 | $2.69K | Hold |
100
| – | – | ﹤0.01% | 492 |
|
|
2023
Q4 | $4.09K | Hold |
100
| – | – | ﹤0.01% | 486 |
|
|
2023
Q3 | $2.85K | Hold |
100
| – | – | ﹤0.01% | 452 |
|
|
2023
Q2 | $3.58K | Hold |
100
| – | – | ﹤0.01% | 483 |
|
|
2023
Q1 | $1.59K | Hold |
100
| – | – | ﹤0.01% | 522 |
|
|
2022
Q4 | $1.32K | Hold |
100
| – | – | ﹤0.01% | 516 |
|
|
2022
Q3 | $2.08K | Hold |
100
| – | – | ﹤0.01% | 480 |
|
|
2022
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 522 |
|
|
2022
Q1 | $11K | Hold |
100
| – | – | ﹤0.01% | 434 |
|
|
2021
Q4 | $15K | Buy |
+100
| New | +$15K | ﹤0.01% | 425 |
|