Raymond James & Associates’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $269K | Buy |
+6,727
| New | +$269K | ﹤0.01% | 3434 |
|
|
2024
Q1 | – | Sell |
-20,895
| Closed | -$854K | – | 3972 |
|
|
2023
Q4 | $854K | Buy |
+20,895
| New | +$854K | ﹤0.01% | 2603 |
|
|
2023
Q3 | – | Sell |
-8,171
| Closed | -$293K | – | 3872 |
|
|
2023
Q2 | $293K | Sell |
8,171
-3,469
| -30% | -$124K | ﹤0.01% | 3246 |
|
|
2023
Q1 | $185K | Sell |
11,640
-930
| -7% | -$14.8K | ﹤0.01% | 3481 |
|
|
2022
Q4 | $166K | Sell |
12,570
-108,113
| -90% | -$1.43M | ﹤0.01% | 3485 |
|
|
2022
Q3 | $2.51M | Buy |
120,683
+34,818
| +41% | +$724K | ﹤0.01% | 1828 |
|
|
2022
Q2 | $2.72M | Buy |
85,865
+34,810
| +68% | +$1.1M | ﹤0.01% | 1803 |
|
|
2022
Q1 | $5.57M | Buy |
51,055
+14,021
| +38% | +$1.53M | ﹤0.01% | 1432 |
|
|
2021
Q4 | $5.6M | Buy |
37,034
+15,976
| +76% | +$2.42M | ﹤0.01% | 1472 |
|
|
2021
Q3 | $6.66M | Buy |
21,058
+6,894
| +49% | +$2.18M | 0.01% | 1309 |
|
|
2021
Q2 | $1.77M | Buy |
14,164
+6,602
| +87% | +$825K | ﹤0.01% | 2178 |
|
|
2021
Q1 | $974K | Buy |
+7,562
| New | +$974K | ﹤0.01% | 2532 |
|