Strategic Family Wealth Counselors’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 | $517K | Hold |
7,992
| – | – | 0.15% | 91 |
|
|
2025
Q1 | $368K | Hold |
7,992
| – | – | 0.12% | 99 |
|
|
2024
Q4 | $492K | Hold |
7,992
| – | – | 0.16% | 81 |
|
|
2024
Q3 | $320K | Buy |
+7,992
| New | +$320K | 0.11% | 99 |
|
|
2024
Q2 | – | Sell |
-7,992
| Closed | -$215K | – | 126 |
|
|
2024
Q1 | $215K | Hold |
7,992
| – | – | 0.08% | 109 |
|
|
2023
Q4 | $327K | Hold |
7,992
| – | – | 0.14% | 80 |
|
|
2023
Q3 | $228K | Hold |
7,992
| – | – | 0.11% | 95 |
|
|
2023
Q2 | $286K | Buy |
+7,992
| New | +$286K | 0.13% | 82 |
|
|
2022
Q3 | – | Sell |
-7,992
| Closed | -$253K | – | 96 |
|
|
2022
Q2 | $253K | Hold |
7,992
| – | – | 0.12% | 77 |
|
|
2022
Q1 | $872K | Hold |
7,992
| – | – | 0.35% | 43 |
|
|
2021
Q4 | $1.21M | Hold |
7,992
| – | – | 0.39% | 38 |
|
|
2021
Q3 | $2.53M | Hold |
7,992
| – | – | 0.87% | 27 |
|
|
2021
Q2 | $998K | Buy |
+7,992
| New | +$998K | 0.33% | 38 |
|