NewEdge Advisors’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $35.4K | Hold |
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|
2025
Q2 | $45.1K | Sell |
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|
2025
Q1 | $91.9K | Buy |
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|
2024
Q4 | $102K | Buy |
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|
2024
Q3 | $26.6K | Sell |
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|
2024
Q2 | $65.2K | Sell |
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|
2024
Q1 | $84.6K | Sell |
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|
2023
Q4 | $142K | Buy |
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|
2023
Q3 | $93.6K | Buy |
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|
2023
Q2 | $109K | Sell |
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|
2023
Q1 | $57.8K | Buy |
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|
2022
Q4 | $9.09K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $252K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $397K | Sell |
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|
2021
Q3 | $1.62M | Buy |
|