Rise Advisors’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $15.4K | Hold |
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|
2025
Q2 | $19.6K | Sell |
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|
2025
Q1 | $14.1K | Buy |
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|
2024
Q4 | $8.99K | Sell |
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|
2024
Q3 | $7.6K | Sell |
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|
2024
Q2 | $4.95K | Hold |
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|
2024
Q1 | $5.65K | Hold |
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|
2023
Q4 | $8.58K | Hold |
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|
2023
Q3 | $5.99K | Hold |
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|
2023
Q2 | $7.52K | Hold |
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|
2023
Q1 | $3.34K | Sell |
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|
2022
Q4 | $3.66K | Sell |
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|
2022
Q3 | $7K | Hold |
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|
2022
Q2 | $10K | Hold |
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|
2022
Q1 | $34K | Buy |
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|
2021
Q4 | $40.1K | Buy |
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