Stratos Wealth Partners’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 | $308K | Sell |
4,768
-997
| -17% | -$64.5K | ﹤0.01% | 1125 |
|
|
2025
Q1 | $265K | Buy |
5,765
+102
| +2% | +$4.7K | ﹤0.01% | 1144 |
|
|
2024
Q4 | $349K | Sell |
5,663
-2,700
| -32% | -$166K | ﹤0.01% | 1079 |
|
|
2024
Q3 | $335K | Sell |
8,363
-1,436
| -15% | -$57.5K | ﹤0.01% | 1098 |
|
|
2024
Q2 | $231K | Sell |
9,799
-1,962
| -17% | -$46.3K | ﹤0.01% | 1208 |
|
|
2024
Q1 | $316K | Sell |
11,761
-44
| -0.4% | -$1.18K | 0.01% | 1078 |
|
|
2023
Q4 | $482K | Buy |
11,805
+619
| +6% | +$25.3K | 0.01% | 885 |
|
|
2023
Q3 | $319K | Buy |
11,186
+2,337
| +26% | +$66.7K | 0.01% | 990 |
|
|
2023
Q2 | $317K | Buy |
+8,849
| New | +$317K | 0.01% | 936 |
|
|
2022
Q3 | – | Sell |
-9,836
| Closed | -$311K | – | 1227 |
|
|
2022
Q2 | $311K | Buy |
9,836
+3,605
| +58% | +$114K | 0.01% | 915 |
|
|
2022
Q1 | $680K | Buy |
6,231
+937
| +18% | +$102K | 0.02% | 683 |
|
|
2021
Q4 | $801K | Buy |
5,294
+1,630
| +44% | +$247K | 0.02% | 631 |
|
|
2021
Q3 | $1.16M | Buy |
+3,664
| New | +$1.16M | 0.03% | 476 |
|