Sunbelt Securities’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 | $3.69K | Hold |
60
| – | – | ﹤0.01% | 1508 |
|
|
2025
Q1 | $2.76K | Hold |
60
| – | – | ﹤0.01% | 1526 |
|
|
2024
Q4 | $3.8K | Buy |
+60
| New | +$3.8K | ﹤0.01% | 1502 |
|
|
2024
Q1 | – | Sell |
-31
| Closed | -$1.27K | – | 1797 |
|
|
2023
Q4 | $1.27K | Hold |
31
| – | – | ﹤0.01% | 1516 |
|
|
2023
Q3 | $885 | Hold |
31
| – | – | ﹤0.01% | 1609 |
|
|
2023
Q2 | $1.11K | Hold |
31
| – | – | ﹤0.01% | 1508 |
|
|
2023
Q1 | $440 | Buy |
+31
| New | +$440 | ﹤0.01% | 1557 |
|