Synergy Financial Group’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
Q3 | $314K | Sell |
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|
2025
Q2 | $406K | Buy |
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|
2025
Q1 | $267K | Hold |
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|
2024
Q4 | $357K | Sell |
|
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|
2024
Q3 | $258K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $269K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $231K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $350K | Buy |
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|
2022
Q2 | $481K | Buy |
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|
2022
Q1 | $1.43M | Buy |
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|
2021
Q4 | $1.48M | Buy |
|