TCI Wealth Advisors’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 | $1.69M | Hold |
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|
2025
Q2 | $2.16M | Sell |
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|
2025
Q1 | $1.73M | Buy |
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|
2024
Q4 | $1.92M | Sell |
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|
2024
Q3 | $1.79M | Buy |
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|
2024
Q2 | $991K | Buy |
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|
2024
Q1 | $1.07M | Buy |
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|
2023
Q4 | $1.38M | Buy |
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|
2023
Q3 | $879K | Buy |
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|
2023
Q2 | $922K | Sell |
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|
2023
Q1 | $514K | Buy |
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|
2022
Q4 | $386K | Buy |
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|
2022
Q3 | $601K | Buy |
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|
2022
Q2 | $913K | Buy |
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|
2022
Q1 | $2.1M | Buy |
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|
2021
Q4 | $2.84M | Buy |
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|
2021
Q3 | $5.88M | Buy |
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