Independent Advisor Alliance’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 | $245K | Sell |
3,783
-1,642
| -30% | -$106K | 0.01% | 777 |
|
|
2025
Q1 | $250K | Buy |
5,425
+483
| +10% | +$22.2K | 0.01% | 707 |
|
|
2024
Q4 | $304K | Sell |
4,942
-214
| -4% | -$13.2K | ﹤0.01% | 1138 |
|
|
2024
Q3 | $206K | Sell |
5,156
-24,299
| -82% | -$972K | 0.01% | 655 |
|
|
2024
Q2 | $695K | Buy |
+29,455
| New | +$695K | 0.02% | 393 |
|
|
2024
Q1 | – | Sell |
-6,569
| Closed | -$268K | – | 738 |
|
|
2023
Q4 | $268K | Buy |
+6,569
| New | +$268K | 0.01% | 575 |
|
|
2023
Q3 | – | Sell |
-7,230
| Closed | -$259K | – | 702 |
|
|
2023
Q2 | $259K | Sell |
7,230
-84,185
| -92% | -$3.01M | 0.01% | 560 |
|
|
2023
Q1 | $1.45M | Buy |
+91,415
| New | +$1.45M | 0.07% | 235 |
|
|
2022
Q2 | – | Sell |
-13,436
| Closed | -$1.47M | – | 696 |
|
|
2022
Q1 | $1.47M | Buy |
+13,436
| New | +$1.47M | 0.07% | 227 |
|
|
2021
Q4 | – | Sell |
-913
| Closed | -$289K | – | 704 |
|
|
2021
Q3 | $289K | Buy |
+913
| New | +$289K | 0.02% | 499 |
|