Oliver Lagore Vanvalin Investment Group’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 | $43 | Buy |
+1
| New | +$43 | ﹤0.01% | 645 |
|
|
2024
Q4 | $57 | Hold |
1
| – | – | ﹤0.01% | 669 |
|
|
2024
Q3 | $37 | Buy |
+1
| New | +$37 | ﹤0.01% | 674 |
|
|
2022
Q4 | – | Sell |
-150
| Closed | -$3K | – | 769 |
|
|
2022
Q3 | $3K | Hold |
150
| – | – | ﹤0.01% | 508 |
|
|
2022
Q2 | $5K | Buy |
150
+71
| +90% | +$2.37K | ﹤0.01% | 426 |
|
|
2022
Q1 | $11K | Buy |
+79
| New | +$11K | 0.01% | 324 |
|