Raymond James Financial Services Advisors’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 | $3.46M | Sell |
86,359
-9,358
| -10% | -$374K | ﹤0.01% | 1433 |
|
|
2024
Q2 | $2.26M | Buy |
95,717
+24,869
| +35% | +$587K | ﹤0.01% | 1590 |
|
|
2024
Q1 | $1.91M | Sell |
70,848
-16,232
| -19% | -$436K | ﹤0.01% | 1660 |
|
|
2023
Q4 | $3.56M | Buy |
87,080
+7,145
| +9% | +$292K | 0.01% | 1274 |
|
|
2023
Q3 | $2.28M | Buy |
79,935
+30,708
| +62% | +$876K | ﹤0.01% | 1432 |
|
|
2023
Q2 | $1.76M | Buy |
49,227
+11,713
| +31% | +$419K | ﹤0.01% | 1571 |
|
|
2023
Q1 | $596K | Buy |
37,514
+9,262
| +33% | +$147K | ﹤0.01% | 2224 |
|
|
2022
Q4 | $373K | Sell |
28,252
-8,953
| -24% | -$118K | ﹤0.01% | 2434 |
|
|
2022
Q3 | $773K | Buy |
37,205
+6,215
| +20% | +$129K | ﹤0.01% | 1982 |
|
|
2022
Q2 | $980K | Buy |
30,990
+11,007
| +55% | +$348K | ﹤0.01% | 1846 |
|
|
2022
Q1 | $2.18M | Buy |
19,983
+8,003
| +67% | +$873K | ﹤0.01% | 1432 |
|
|
2021
Q4 | $1.81M | Buy |
11,980
+1,096
| +10% | +$166K | ﹤0.01% | 1603 |
|
|
2021
Q3 | $3.44M | Buy |
10,884
+6,923
| +175% | +$2.19M | 0.01% | 1172 |
|
|
2021
Q2 | $495K | Buy |
+3,961
| New | +$495K | ﹤0.01% | 2375 |
|