Stratos Wealth Partners’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
Q4 | – | Sell |
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|
2025
Q3 | $225K | Sell |
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|
2025
Q2 | $308K | Sell |
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|
2025
Q1 | $265K | Buy |
|
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|
2024
Q4 | $349K | Sell |
|
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|
2024
Q3 | $335K | Sell |
|
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|
2024
Q2 | $231K | Sell |
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|
2024
Q1 | $316K | Sell |
|
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|
2023
Q4 | $482K | Buy |
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|
2023
Q3 | $319K | Buy |
|
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|
2023
Q2 | $317K | Buy |
|
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $311K | Buy |
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|
2022
Q1 | $680K | Buy |
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|
2021
Q4 | $801K | Buy |
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|
2021
Q3 | $1.16M | Buy |
|