Spire Wealth Management’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-15
| Closed | -$924 | – | 2580 |
|
|
2024
Q4 | $924 | Buy |
+15
| New | +$924 | ﹤0.01% | 2383 |
|
|
2024
Q3 | – | Sell |
-55
| Closed | -$1.3K | – | 2273 |
|
|
2024
Q2 | $1.3K | Sell |
55
-41
| -43% | -$967 | ﹤0.01% | 2080 |
|
|
2024
Q1 | $2.58K | Sell |
96
-71
| -43% | -$1.91K | ﹤0.01% | 2046 |
|
|
2023
Q4 | $5.46K | Sell |
167
-50
| -23% | -$1.64K | ﹤0.01% | 1933 |
|
|
2023
Q3 | $6.2K | Sell |
217
-2,130
| -91% | -$60.8K | ﹤0.01% | 1877 |
|
|
2023
Q2 | $84K | Buy |
2,347
+788
| +51% | +$28.2K | ﹤0.01% | 1022 |
|
|
2023
Q1 | $24.8K | Buy |
1,559
+284
| +22% | +$4.51K | ﹤0.01% | 1534 |
|
|
2022
Q4 | $17K | Buy |
1,275
+75
| +6% | +$1K | ﹤0.01% | 1442 |
|
|
2022
Q3 | $25K | Sell |
1,200
-375
| -24% | -$7.81K | ﹤0.01% | 1240 |
|
|
2022
Q2 | $50K | Sell |
1,575
-682
| -30% | -$21.7K | ﹤0.01% | 1293 |
|
|
2022
Q1 | $246K | Buy |
2,257
+778
| +53% | +$84.8K | 0.01% | 803 |
|
|
2021
Q4 | $245K | Buy |
1,479
+537
| +57% | +$89K | 0.01% | 1007 |
|
|
2021
Q3 | $534K | Buy |
942
+556
| +144% | +$315K | 0.01% | 568 |
|
|
2021
Q2 | $48K | Buy |
386
+186
| +93% | +$23.1K | ﹤0.01% | 1503 |
|
|
2021
Q1 | $26K | Buy |
+200
| New | +$26K | ﹤0.01% | 2052 |
|