Tradition Wealth Management’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 | $339K | Buy |
5,248
+535
| +11% | +$34.6K | 0.03% | 325 |
|
|
2025
Q1 | $217K | Sell |
4,713
-5
| -0.1% | -$230 | 0.02% | 396 |
|
|
2024
Q4 | $290K | Buy |
+4,718
| New | +$290K | 0.03% | 327 |
|
|
2024
Q1 | – | Sell |
-4,693
| Closed | -$192K | – | 1146 |
|
|
2023
Q4 | $192K | Sell |
4,693
-1
| -0% | -$41 | 0.02% | 331 |
|
|
2023
Q3 | $134K | Buy |
4,694
+240
| +5% | +$6.85K | 0.02% | 373 |
|
|
2023
Q2 | $159K | Buy |
4,454
+636
| +17% | +$22.7K | 0.02% | 346 |
|
|
2023
Q1 | $61K | Buy |
3,818
+3,465
| +982% | +$55.4K | 0.01% | 565 |
|
|
2022
Q4 | $5K | Sell |
353
-400
| -53% | -$5.67K | ﹤0.01% | 1058 |
|
|
2022
Q3 | $16K | Buy |
753
+390
| +107% | +$8.29K | ﹤0.01% | 815 |
|
|
2022
Q2 | $11K | Buy |
363
+10
| +3% | +$303 | ﹤0.01% | 808 |
|
|
2022
Q1 | $39K | Buy |
353
+253
| +253% | +$28K | 0.01% | 569 |
|
|
2021
Q4 | $15K | Buy |
+100
| New | +$15K | ﹤0.01% | 806 |
|