Kelly Financial Services’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-90
| Closed | -$2.12K | – | 730 |
|
|
2024
Q2 | $2.12K | Hold |
90
| – | – | ﹤0.01% | 585 |
|
|
2024
Q1 | $2.42K | Hold |
90
| – | – | ﹤0.01% | 569 |
|
|
2023
Q4 | $3.68K | Hold |
90
| – | – | ﹤0.01% | 509 |
|
|
2023
Q3 | $2.57K | Hold |
90
| – | – | ﹤0.01% | 528 |
|
|
2023
Q2 | $3.22K | Hold |
90
| – | – | ﹤0.01% | 500 |
|
|
2023
Q1 | $1.43K | Hold |
90
| – | – | ﹤0.01% | 552 |
|
|
2022
Q4 | $1.19K | Hold |
90
| – | – | ﹤0.01% | 555 |
|
|
2022
Q3 | $1.87K | Buy |
+90
| New | +$1.87K | ﹤0.01% | 514 |
|