Optimum Investment Advisors’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 | $33K | Hold |
510
| – | – | 0.01% | 387 |
|
|
2025
Q1 | $23.5K | Buy |
510
+300
| +143% | +$13.8K | 0.01% | 423 |
|
|
2024
Q4 | $12.9K | Sell |
210
-100
| -32% | -$6.16K | 0.01% | 480 |
|
|
2024
Q3 | $12.4K | Hold |
310
| – | – | 0.01% | 512 |
|
|
2024
Q2 | $7.31K | Hold |
310
| – | – | ﹤0.01% | 544 |
|
|
2024
Q1 | $8.34K | Sell |
310
-250
| -45% | -$6.72K | ﹤0.01% | 535 |
|
|
2023
Q4 | $22.9K | Hold |
560
| – | – | 0.01% | 430 |
|
|
2023
Q3 | $16K | Hold |
560
| – | – | 0.01% | 496 |
|
|
2023
Q2 | $20.1K | Hold |
560
| – | – | 0.01% | 475 |
|
|
2023
Q1 | $8.9K | Hold |
560
| – | – | ﹤0.01% | 576 |
|
|
2022
Q4 | $7.4K | Hold |
560
| – | – | ﹤0.01% | 593 |
|
|
2022
Q3 | $12K | Hold |
560
| – | – | 0.01% | 567 |
|
|
2022
Q2 | $18K | Sell |
560
-200
| -26% | -$6.43K | 0.01% | 532 |
|
|
2022
Q1 | $83K | Buy |
760
+35
| +5% | +$3.82K | 0.04% | 342 |
|
|
2021
Q4 | $110K | Buy |
725
+565
| +353% | +$85.7K | 0.04% | 323 |
|
|
2021
Q3 | $51K | Sell |
160
-300
| -65% | -$95.6K | 0.02% | 451 |
|
|
2021
Q2 | $57K | Buy |
460
+360
| +360% | +$44.6K | 0.02% | 476 |
|
|
2021
Q1 | $13K | Buy |
+100
| New | +$13K | ﹤0.01% | 736 |
|