SFS
Summit Financial Strategies’s Upstart Holdings UPST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $272K | Buy |
+4,210
| New | +$272K | 0.03% | 124 |
|
|
2025
Q1 | – | Sell |
-4,561
| Closed | -$281K | – | 156 |
|
|
2024
Q4 | $281K | Sell |
4,561
-5,838
| -56% | -$359K | 0.03% | 113 |
|
|
2024
Q3 | $416K | Buy |
10,399
+1,223
| +13% | +$48.9K | 0.05% | 92 |
|
|
2024
Q2 | $216K | Buy |
9,176
+1,260
| +16% | +$29.7K | 0.03% | 132 |
|
|
2024
Q1 | $213K | Buy |
7,916
+1,136
| +17% | +$30.5K | 0.03% | 136 |
|
|
2023
Q4 | $277K | Buy |
+6,780
| New | +$277K | 0.04% | 116 |
|