JFS Wealth 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 | $841 | Hold |
13
| – | – | ﹤0.01% | 1609 |
|
|
2025
Q1 | $599 | Hold |
13
| – | – | ﹤0.01% | 1748 |
|
|
2024
Q4 | $801 | Hold |
13
| – | – | ﹤0.01% | 1710 |
|
|
2024
Q3 | $521 | Buy |
+13
| New | +$521 | ﹤0.01% | 1791 |
|
|
2022
Q4 | – | Sell |
-300
| Closed | -$6K | – | 1996 |
|
|
2022
Q3 | $6K | Hold |
300
| – | – | ﹤0.01% | 947 |
|
|
2022
Q2 | $9K | Hold |
300
| – | – | ﹤0.01% | 810 |
|
|
2022
Q1 | $33K | Buy |
300
+100
| +50% | +$11K | ﹤0.01% | 507 |
|
|
2021
Q4 | $30K | Sell |
200
-50
| -20% | -$7.5K | ﹤0.01% | 503 |
|
|
2021
Q3 | $79K | Buy |
+250
| New | +$79K | 0.01% | 353 |
|