IFP 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 | $29K | Sell |
382
-30
| -7% | -$2.28K | ﹤0.01% | 2343 |
|
|
2025
Q1 | $19K | Sell |
412
-15
| -4% | -$690 | ﹤0.01% | 2304 |
|
|
2024
Q4 | $26.3K | Sell |
427
-63
| -13% | -$3.88K | ﹤0.01% | 2123 |
|
|
2024
Q3 | $19.6K | Hold |
490
| – | – | ﹤0.01% | 2158 |
|
|
2024
Q2 | $11.6K | Hold |
490
| – | – | ﹤0.01% | 2289 |
|
|
2024
Q1 | $13.2K | Sell |
490
-20
| -4% | -$538 | ﹤0.01% | 2145 |
|
|
2023
Q4 | $20.8K | Buy |
510
+45
| +10% | +$1.84K | ﹤0.01% | 1895 |
|
|
2023
Q3 | $14.7K | Sell |
465
-173
| -27% | -$5.47K | ﹤0.01% | 2092 |
|
|
2023
Q2 | $25.7K | Buy |
638
+623
| +4,153% | +$25.1K | ﹤0.01% | 1890 |
|
|
2023
Q1 | $442 | Sell |
15
-1,909
| -99% | -$56.3K | ﹤0.01% | 3197 |
|
|
2022
Q4 | $66K | Sell |
1,924
-1,316
| -41% | -$45.1K | ﹤0.01% | 2039 |
|
|
2022
Q3 | $112K | Buy |
3,240
+33
| +1% | +$1.14K | ﹤0.01% | 1781 |
|
|
2022
Q2 | $110K | Hold |
3,207
| – | – | ﹤0.01% | 1630 |
|
|
2022
Q1 | $110K | Buy |
3,207
+2,853
| +806% | +$97.9K | ﹤0.01% | 1630 |
|
|
2021
Q4 | $53K | Sell |
354
-443
| -56% | -$66.3K | ﹤0.01% | 1507 |
|
|
2021
Q3 | $252K | Buy |
797
+358
| +82% | +$113K | 0.01% | 810 |
|
|
2021
Q2 | $54K | Buy |
+439
| New | +$54K | ﹤0.01% | 1491 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4233 |
|