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