Steward Partners Investment Advisory’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 | $55.9K | Buy |
864
+362
| +72% | +$23.4K | ﹤0.01% | 2418 |
|
|
2025
Q1 | $23.1K | Buy |
502
+17
| +4% | +$783 | ﹤0.01% | 2741 |
|
|
2024
Q4 | $29.9K | Buy |
485
+50
| +11% | +$3.08K | ﹤0.01% | 2592 |
|
|
2024
Q3 | $17.4K | Sell |
435
-130
| -23% | -$5.2K | ﹤0.01% | 2718 |
|
|
2024
Q2 | $13.3K | Sell |
565
-1,139
| -67% | -$26.9K | ﹤0.01% | 2698 |
|
|
2024
Q1 | $45.8K | Buy |
1,704
+1,185
| +228% | +$31.9K | ﹤0.01% | 2158 |
|
|
2023
Q4 | $21.2K | Sell |
519
-125
| -19% | -$5.11K | ﹤0.01% | 2378 |
|
|
2023
Q3 | $18.4K | Hold |
644
| – | – | ﹤0.01% | 2349 |
|
|
2023
Q2 | $23.1K | Buy |
644
+105
| +19% | +$3.76K | ﹤0.01% | 2222 |
|
|
2023
Q1 | $8.57K | Sell |
539
-70
| -11% | -$1.11K | ﹤0.01% | 2596 |
|
|
2022
Q4 | $8.05K | Sell |
609
-298
| -33% | -$3.94K | ﹤0.01% | 2604 |
|
|
2022
Q3 | $19K | Sell |
907
-900
| -50% | -$18.9K | ﹤0.01% | 2254 |
|
|
2022
Q2 | $57K | Sell |
1,807
-1,057
| -37% | -$33.3K | ﹤0.01% | 1743 |
|
|
2022
Q1 | $312K | Buy |
2,864
+1,700
| +146% | +$185K | ﹤0.01% | 1113 |
|
|
2021
Q4 | $176K | Sell |
1,164
-1,701
| -59% | -$257K | ﹤0.01% | 1367 |
|
|
2021
Q3 | $907K | Buy |
2,865
+59
| +2% | +$18.7K | 0.02% | 695 |
|
|
2021
Q2 | $350K | Buy |
2,806
+2,456
| +702% | +$306K | 0.01% | 1104 |
|
|
2021
Q1 | $45.1K | Buy |
+350
| New | +$45.1K | ﹤0.01% | 2037 |
|