SIC
SJS Investment Consulting’s Upstart Holdings UPST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3
| Closed | -$139 | – | 1665 |
|
|
2025
Q1 | $139 | Hold |
3
| – | – | ﹤0.01% | 1489 |
|
|
2024
Q4 | $185 | Hold |
3
| – | – | ﹤0.01% | 1468 |
|
|
2024
Q3 | $121 | Buy |
+3
| New | +$121 | ﹤0.01% | 1561 |
|
|
2024
Q1 | – | Sell |
-7
| Closed | -$287 | – | 1689 |
|
|
2023
Q4 | $287 | Sell |
7
-226
| -97% | -$9.27K | ﹤0.01% | 1389 |
|
|
2023
Q3 | $6.65K | Hold |
233
| – | – | ﹤0.01% | 334 |
|
|
2023
Q2 | $8.34K | Hold |
233
| – | – | ﹤0.01% | 288 |
|
|
2023
Q1 | $3.7K | Hold |
233
| – | – | ﹤0.01% | 426 |
|
|
2022
Q4 | $3.08K | Hold |
233
| – | – | ﹤0.01% | 465 |
|
|
2022
Q3 | $5K | Buy |
+233
| New | +$5K | ﹤0.01% | 336 |
|
|
2022
Q1 | $25K | Buy |
+233
| New | +$25K | 0.01% | 271 |
|