Steward Partners Investment Advisory’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $74.4K | Buy |
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|
2025
Q2 | $55.9K | Buy |
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|
2025
Q1 | $23.1K | Buy |
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|
2024
Q4 | $29.9K | Buy |
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|
2024
Q3 | $17.4K | Sell |
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|
2024
Q2 | $13.3K | Sell |
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|
2024
Q1 | $45.8K | Buy |
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|
2023
Q4 | $21.2K | Sell |
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|
2023
Q3 | $18.4K | Hold |
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|
2023
Q2 | $23.1K | Buy |
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|
2023
Q1 | $8.56K | Sell |
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|
2022
Q4 | $8.05K | Sell |
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|
2022
Q3 | $19K | Sell |
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|
2022
Q2 | $57K | Sell |
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|
2022
Q1 | $312K | Buy |
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|
2021
Q4 | $176K | Sell |
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|
2021
Q3 | $907K | Buy |
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|
2021
Q2 | $350K | Buy |
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|
2021
Q1 | $45.1K | Buy |
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