Valeo Financial Advisors’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,431
| Closed | -$304K | – | 671 |
|
|
2023
Q4 | $304K | Sell |
7,431
-4,951
| -40% | -$202K | 0.01% | 485 |
|
|
2023
Q3 | $353K | Sell |
12,382
-1,799
| -13% | -$51.3K | 0.02% | 416 |
|
|
2023
Q2 | $508K | Sell |
14,181
-20
| -0.1% | -$716 | 0.02% | 318 |
|
|
2023
Q1 | $226K | Buy |
14,201
+1,310
| +10% | +$20.8K | 0.01% | 522 |
|
|
2022
Q4 | $170K | Sell |
12,891
-3,700
| -22% | -$48.9K | 0.01% | 494 |
|
|
2022
Q3 | $345K | Buy |
16,591
+1,717
| +12% | +$35.7K | 0.02% | 307 |
|
|
2022
Q2 | $470K | Buy |
14,874
+6,220
| +72% | +$197K | 0.03% | 261 |
|
|
2022
Q1 | $944K | Buy |
8,654
+4,180
| +93% | +$456K | 0.05% | 201 |
|
|
2021
Q4 | $677K | Buy |
4,474
+3,020
| +208% | +$457K | 0.04% | 241 |
|
|
2021
Q3 | $460K | Buy |
+1,454
| New | +$460K | 0.03% | 311 |
|
|
2021
Q2 | – | Sell |
-100
| Closed | -$13K | – | 1652 |
|
|
2021
Q1 | $13K | Buy |
+100
| New | +$13K | ﹤0.01% | 1220 |
|