Souders Financial Advisors’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,089
| Closed | -$555K | – | 151 |
|
|
2022
Q1 | $555K | Buy |
5,089
+290
| +6% | +$31.6K | 0.16% | 102 |
|
|
2021
Q4 | $726K | Buy |
4,799
+478
| +11% | +$72.3K | 0.21% | 90 |
|
|
2021
Q3 | $1.37M | Buy |
4,321
+169
| +4% | +$53.5K | 0.44% | 59 |
|
|
2021
Q2 | $519K | Buy |
4,152
+190
| +5% | +$23.8K | 0.17% | 98 |
|
|
2021
Q1 | $511K | Buy |
+3,962
| New | +$511K | 0.2% | 84 |
|