Strategic Family Wealth Counselors’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 | $406K | Hold |
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|
2025
Q2 | $517K | Hold |
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|
2025
Q1 | $368K | Hold |
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|
2024
Q4 | $492K | Hold |
|
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|
2024
Q3 | $320K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $215K | Hold |
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|
2023
Q4 | $327K | Hold |
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|
2023
Q3 | $228K | Hold |
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|
2023
Q2 | $286K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $253K | Hold |
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|
2022
Q1 | $872K | Hold |
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|
2021
Q4 | $1.21M | Hold |
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|
2021
Q3 | $2.53M | Hold |
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|
2021
Q2 | $998K | Buy |
|