Level Four 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-25,763
| Closed | -$1.05M | – | 889 |
|
|
2024
Q1 | $1.05M | Hold |
25,763
| – | – | 0.06% | 289 |
|
|
2023
Q4 | $1.05M | Sell |
25,763
-9,362
| -27% | -$383K | 0.06% | 288 |
|
|
2023
Q3 | $1M | Sell |
35,125
-120
| -0.3% | -$3.43K | 0.06% | 277 |
|
|
2023
Q2 | $1.26M | Buy |
+35,245
| New | +$1.26M | 0.08% | 251 |
|
|
2022
Q2 | – | Sell |
-7,856
| Closed | -$857K | – | 655 |
|
|
2022
Q1 | $857K | Buy |
7,856
+4,150
| +112% | +$453K | 0.07% | 271 |
|
|
2021
Q4 | $561K | Buy |
+3,706
| New | +$561K | 0.04% | 358 |
|