Ridgewood Investments’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 | $19.4K | Hold |
300
| – | – | 0.01% | 441 |
|
|
2025
Q1 | $13.8K | Hold |
300
| – | – | 0.01% | 454 |
|
|
2024
Q4 | $18.5K | Hold |
300
| – | – | 0.01% | 425 |
|
|
2024
Q3 | $12K | Hold |
300
| – | – | 0.01% | 472 |
|
|
2024
Q2 | $7.08K | Buy |
+300
| New | +$7.08K | ﹤0.01% | 533 |
|
|
2023
Q3 | – | Sell |
-300
| Closed | -$10.7K | – | 727 |
|
|
2023
Q2 | $10.7K | Hold |
300
| – | – | 0.01% | 505 |
|
|
2023
Q1 | $4.77K | Buy |
+300
| New | +$4.77K | ﹤0.01% | 596 |
|