J.W. Cole 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 | $309K | Buy |
+4,777
| New | +$309K | 0.01% | 1132 |
|
|
2024
Q1 | – | Sell |
-11,425
| Closed | -$467K | – | 922 |
|
|
2023
Q4 | $467K | Buy |
+11,425
| New | +$467K | 0.03% | 511 |
|
|
2022
Q2 | – | Sell |
-2,122
| Closed | -$231K | – | 820 |
|
|
2022
Q1 | $231K | Buy |
2,122
+566
| +36% | +$61.6K | 0.02% | 706 |
|
|
2021
Q4 | $235K | Buy |
1,556
+268
| +21% | +$40.5K | 0.02% | 737 |
|
|
2021
Q3 | $408K | Buy |
+1,288
| New | +$408K | 0.03% | 288 |
|