Toth Financial Advisory’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 | $10.7K | Sell |
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|
2025
Q2 | $217K | Buy |
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|
2025
Q1 | $9.67K | Hold |
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|
2024
Q4 | $12.9K | Hold |
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|
2024
Q3 | $8.4K | Hold |
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|
2024
Q2 | $4.95K | Sell |
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|
2024
Q1 | $5.73K | Sell |
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|
2023
Q4 | $21.8K | Hold |
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|
2023
Q3 | $15.2K | Hold |
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|
2023
Q2 | $19.1K | Hold |
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|
2023
Q1 | $8.47K | Hold |
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|
2022
Q4 | $7.05K | Sell |
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|
2022
Q3 | $11K | Sell |
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|
2022
Q2 | $18K | Buy |
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|
2022
Q1 | $58K | Sell |
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|
2021
Q4 | $82K | Buy |
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|
2021
Q3 | $158K | Buy |
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