IFP Advisors’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 | $35.5K | Buy |
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|
2025
Q2 | $29K | Sell |
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|
2025
Q1 | $19K | Sell |
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|
2024
Q4 | $26.3K | Sell |
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|
2024
Q3 | $19.6K | Hold |
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|
2024
Q2 | $11.6K | Hold |
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|
2024
Q1 | $13.2K | Sell |
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|
2023
Q4 | $20.8K | Buy |
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|
2023
Q3 | $14.7K | Sell |
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|
2023
Q2 | $25.7K | Buy |
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|
2023
Q1 | $442 | Sell |
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|
2022
Q4 | $66K | Sell |
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|
2022
Q3 | $112K | Buy |
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|
2022
Q2 | $110K | Hold |
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|
2022
Q1 | $110K | Buy |
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|
2021
Q4 | $53K | Sell |
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|
2021
Q3 | $252K | Buy |
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|
2021
Q2 | $54K | Buy |
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|
2021
Q1 | – | Hold |
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