Kestra Advisory Services’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 | $1.35M | Buy |
20,948
+12,714
| +154% | +$822K | 0.01% | 1298 |
|
|
2025
Q1 | $379K | Sell |
8,234
-953
| -10% | -$43.9K | ﹤0.01% | 2007 |
|
|
2024
Q4 | $566K | Buy |
9,187
+1,924
| +26% | +$118K | ﹤0.01% | 1791 |
|
|
2024
Q3 | $291K | Buy |
+7,263
| New | +$291K | ﹤0.01% | 2109 |
|
|
2022
Q4 | – | Sell |
-14,887
| Closed | -$309K | – | 2346 |
|
|
2022
Q3 | $309K | Buy |
14,887
+6,428
| +76% | +$133K | ﹤0.01% | 1582 |
|
|
2022
Q2 | $267K | Sell |
8,459
-16,362
| -66% | -$516K | ﹤0.01% | 1697 |
|
|
2022
Q1 | $2.71M | Buy |
24,821
+11,284
| +83% | +$1.23M | 0.03% | 572 |
|
|
2021
Q4 | $2.05M | Buy |
13,537
+12,684
| +1,487% | +$1.92M | 0.02% | 673 |
|
|
2021
Q3 | $270K | Buy |
+853
| New | +$270K | ﹤0.01% | 1760 |
|