Summit Securities Group’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Hold |
0
| – | – | – | 858 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 934 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 1095 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 934 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 952 |
|
|
2022
Q1 | – | Sell |
-2,000
| Closed | -$303K | – | 944 |
|
|
2021
Q4 | $303K | Sell |
2,000
-6,500
| -76% | -$985K | 0.01% | 284 |
|
|
2021
Q3 | $2.69M | Sell |
8,500
-10,300
| -55% | -$3.26M | 0.21% | 51 |
|
|
2021
Q2 | $2.35M | Buy |
+18,800
| New | +$2.35M | 0.19% | 50 |
|