Optimum Investment 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 | $20.8K | Sell |
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|
2025
Q2 | $33K | Hold |
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|
2025
Q1 | $23.5K | Buy |
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|
2024
Q4 | $12.9K | Sell |
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|
2024
Q3 | $12.4K | Hold |
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|
2024
Q2 | $7.31K | Hold |
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|
2024
Q1 | $8.34K | Sell |
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|
2023
Q4 | $22.9K | Hold |
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|
2023
Q3 | $16K | Hold |
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|
2023
Q2 | $20.1K | Hold |
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|
2023
Q1 | $8.9K | Hold |
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|
2022
Q4 | $7.4K | Hold |
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|
2022
Q3 | $12K | Hold |
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|
2022
Q2 | $18K | Sell |
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|
2022
Q1 | $83K | Buy |
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|
2021
Q4 | $110K | Buy |
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|
2021
Q3 | $51K | Sell |
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|
2021
Q2 | $57K | Buy |
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|
2021
Q1 | $13K | Buy |
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