SteelPeak Wealth’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 | $256K | Buy |
+3,964
| New | +$256K | 0.01% | 426 |
|
|
2025
Q1 | – | Sell |
-15,637
| Closed | -$963K | – | 560 |
|
|
2024
Q4 | $963K | Sell |
15,637
-5,064
| -24% | -$312K | 0.04% | 240 |
|
|
2024
Q3 | $828K | Buy |
+20,701
| New | +$828K | 0.04% | 247 |
|
|
2021
Q4 | – | Sell |
-952
| Closed | -$301K | – | 435 |
|
|
2021
Q3 | $301K | Buy |
+952
| New | +$301K | 0.02% | 320 |
|