Rise 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 | $19.6K | Sell |
303
-4
| -1% | -$259 | 0.01% | 553 |
|
|
2025
Q1 | $14.1K | Buy |
307
+161
| +110% | +$7.41K | 0.01% | 742 |
|
|
2024
Q4 | $8.99K | Sell |
146
-44
| -23% | -$2.71K | ﹤0.01% | 999 |
|
|
2024
Q3 | $7.6K | Sell |
190
-20
| -10% | -$800 | ﹤0.01% | 1050 |
|
|
2024
Q2 | $4.95K | Hold |
210
| – | – | ﹤0.01% | 1079 |
|
|
2024
Q1 | $5.65K | Hold |
210
| – | – | ﹤0.01% | 1085 |
|
|
2023
Q4 | $8.58K | Hold |
210
| – | – | 0.01% | 334 |
|
|
2023
Q3 | $5.99K | Hold |
210
| – | – | ﹤0.01% | 361 |
|
|
2023
Q2 | $7.52K | Hold |
210
| – | – | 0.01% | 381 |
|
|
2023
Q1 | $3.34K | Sell |
210
-67
| -24% | -$1.07K | ﹤0.01% | 504 |
|
|
2022
Q4 | $3.66K | Sell |
277
-38
| -12% | -$502 | ﹤0.01% | 488 |
|
|
2022
Q3 | $7K | Hold |
315
| – | – | 0.01% | 402 |
|
|
2022
Q2 | $10K | Hold |
315
| – | – | 0.01% | 349 |
|
|
2022
Q1 | $34K | Buy |
315
+50
| +19% | +$5.4K | 0.03% | 191 |
|
|
2021
Q4 | $40.1K | Buy |
+265
| New | +$40.1K | 0.04% | 173 |
|