Rothschild Investment LLC’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
$6.35K Sell
2025
Q2
$11K Buy
2025
Q1
$6.21K Buy
2024
Q4
$5.85K Buy
2024
Q3
$3.6K Buy
2024
Q2
$826 Buy
2024
Q1
$269 Buy