Janney Montgomery Scott’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 | $603K | Sell |
9,330
-5,295
| -36% | -$342K | ﹤0.01% | 1895 |
|
|
2025
Q1 | $673K | Sell |
14,625
-100
| -0.7% | -$4.6K | ﹤0.01% | 1795 |
|
|
2024
Q4 | $907K | Buy |
14,725
+32
| +0.2% | +$1.97K | ﹤0.01% | 1600 |
|
|
2024
Q3 | $588K | Sell |
14,693
-80
| -0.5% | -$3.2K | ﹤0.01% | 1869 |
|
|
2024
Q2 | $348K | Buy |
+14,773
| New | +$348K | ﹤0.01% | 2128 |
|
|
2022
Q1 | – | Sell |
-6,805
| Closed | -$1.03M | – | 2448 |
|
|
2021
Q4 | $1.03M | Buy |
6,805
+4,261
| +167% | +$645K | ﹤0.01% | 1316 |
|
|
2021
Q3 | $805K | Sell |
2,544
-3,966
| -61% | -$1.25M | ﹤0.01% | 1390 |
|
|
2021
Q2 | $813K | Buy |
+6,510
| New | +$813K | ﹤0.01% | 1371 |
|