Raymond James & Associates’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $269K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $854K | Buy |
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|
2023
Q3 | – | Sell |
|
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|
2023
Q2 | $293K | Sell |
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|
2023
Q1 | $185K | Sell |
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|
2022
Q4 | $166K | Sell |
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|
2022
Q3 | $2.51M | Buy |
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|
2022
Q2 | $2.71M | Buy |
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|
2022
Q1 | $5.57M | Buy |
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|
2021
Q4 | $5.6M | Buy |
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|
2021
Q3 | $6.66M | Buy |
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|
2021
Q2 | $1.77M | Buy |
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|
2021
Q1 | $974K | Buy |
|