Sound Income Strategies’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 | $647 | Hold |
10
| – | – | ﹤0.01% | 1424 |
|
|
2025
Q1 | $460 | Sell |
10
-20
| -67% | -$920 | ﹤0.01% | 1423 |
|
|
2024
Q4 | $1.85K | Sell |
30
-30
| -50% | -$1.85K | ﹤0.01% | 1180 |
|
|
2024
Q3 | $2.4K | Hold |
60
| – | – | ﹤0.01% | 1098 |
|
|
2024
Q2 | $1.42K | Hold |
60
| – | – | ﹤0.01% | 1152 |
|
|
2024
Q1 | $1.61K | Hold |
60
| – | – | ﹤0.01% | 1099 |
|
|
2023
Q4 | $2.45K | Buy |
+60
| New | +$2.45K | ﹤0.01% | 1021 |
|
|
2023
Q3 | – | Sell |
-20
| Closed | -$716 | – | 1235 |
|
|
2023
Q2 | $716 | Buy |
+20
| New | +$716 | ﹤0.01% | 1010 |
|