Jones Financial Companies’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 | $558K | Buy |
8,797
+2,047
| +30% | +$130K | ﹤0.01% | 1237 |
|
|
2025
Q1 | $319K | Buy |
6,750
+1,239
| +22% | +$58.6K | ﹤0.01% | 1312 |
|
|
2024
Q4 | $339K | Buy |
5,511
+167
| +3% | +$10.3K | ﹤0.01% | 1144 |
|
|
2024
Q3 | $218K | Buy |
5,344
+1,287
| +32% | +$52.6K | ﹤0.01% | 1102 |
|
|
2024
Q2 | $95.7K | Buy |
+4,057
| New | +$95.7K | ﹤0.01% | 1066 |
|