Advisornet Financial’s Upstart Holdings UPST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.98K	Buy	155 +5	+3%	+$176	﹤0.01%	1786
2025 Q4	$6.56K	Sell	150 -5,000	-97%	-$230K	﹤0.01%	1671
2025 Q3	$262K	Hold	5,150	–	–	0.01%	518
2025 Q2	$333K	Hold	5,150	–	–	0.02%	453
2025 Q1	$237K	Sell	5,150 -15	-0.3%	-$932	0.02%	507
2024 Q4	$318K	Hold	5,165	–	–	0.03%	402
2024 Q3	$207K	Hold	5,165	–	–	0.02%	513
2024 Q2	$122K	Hold	5,165	–	–	0.01%	585
2024 Q1	$139K	Hold	5,165	–	–	0.01%	546
2023 Q4	$211K	Buy	5,165 +1,000	+24%	+$30.4K	0.02%	460
2023 Q3	$119K	Buy	4,165 +1,000	+32%	+$40.2K	0.01%	572
2023 Q2	$113K	Sell	3,165 -22	-0.7%	-$506	0.01%	616
2023 Q1	$50.6K	Hold	3,187	–	–	﹤0.01%	796
2022 Q4	$42.1K	Sell	3,187 -455	-12%	-$8.79K	﹤0.01%	835
2022 Q3	$76K	Buy	3,642 +895	+33%	+$24.1K	0.01%	731
2022 Q2	$87K	Buy	2,747 +1,680	+157%	+$100K	0.01%	712
2022 Q1	$116K	Buy	1,067 +1,052	+7,013%	+$121K	0.01%	702
2021 Q4	$2K	Buy	+15	New	+$3.75K	﹤0.01%	1858