Toth Financial Advisory’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 | $217K | Buy |
3,360
+3,150
| +1,500% | +$204K | 0.03% | 203 |
|
|
2025
Q1 | $9.67K | Hold |
210
| – | – | ﹤0.01% | 458 |
|
|
2024
Q4 | $12.9K | Hold |
210
| – | – | ﹤0.01% | 434 |
|
|
2024
Q3 | $8.4K | Hold |
210
| – | – | ﹤0.01% | 462 |
|
|
2024
Q2 | $4.95K | Sell |
210
-3
| -1% | -$71 | ﹤0.01% | 527 |
|
|
2024
Q1 | $5.73K | Sell |
213
-320
| -60% | -$8.61K | ﹤0.01% | 509 |
|
|
2023
Q4 | $21.8K | Hold |
533
| – | – | ﹤0.01% | 380 |
|
|
2023
Q3 | $15.2K | Hold |
533
| – | – | ﹤0.01% | 400 |
|
|
2023
Q2 | $19.1K | Hold |
533
| – | – | ﹤0.01% | 396 |
|
|
2023
Q1 | $8.47K | Hold |
533
| – | – | ﹤0.01% | 478 |
|
|
2022
Q4 | $7.05K | Sell |
533
-18
| -3% | -$238 | ﹤0.01% | 469 |
|
|
2022
Q3 | $11K | Sell |
551
-14
| -2% | -$279 | ﹤0.01% | 442 |
|
|
2022
Q2 | $18K | Buy |
565
+32
| +6% | +$1.02K | ﹤0.01% | 381 |
|
|
2022
Q1 | $58K | Sell |
533
-10
| -2% | -$1.09K | 0.01% | 274 |
|
|
2021
Q4 | $82K | Buy |
543
+43
| +9% | +$6.49K | 0.01% | 254 |
|
|
2021
Q3 | $158K | Buy |
+500
| New | +$158K | 0.02% | 208 |
|