Advisory Services Network’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	$119K	Sell	4,654 -553	-11%	-$19.5K	﹤0.01%	2097
2025 Q4	$228K	Sell	5,207 -268	-5%	-$12.3K	﹤0.01%	1634
2025 Q3	$278K	Buy	5,475 +76	+1%	+$5.35K	﹤0.01%	1511
2025 Q2	$441K	Buy	5,399 +272	+5%	+$13.3K	0.01%	1217
2025 Q1	$236K	Buy	5,127 +573	+13%	+$35.6K	﹤0.01%	1432
2024 Q4	$280K	Sell	4,554 -7,858	-63%	-$490K	0.01%	1327
2024 Q3	$293K	Hold	12,412	–	–	0.01%	1217
2024 Q2	$293K	Sell	12,412 -138	-1%	-$3.33K	0.01%	1217
2024 Q1	$337K	Sell	12,550 -77	-0.6%	-$2.28K	0.01%	1102
2023 Q4	$516K	Sell	12,627 -36,494	-74%	-$1.11M	0.01%	892
2023 Q3	$1.4M	Buy	+49,121	New	+$1.97M	0.04%	528
2023 Q2	–	Sell	-37,461	Closed	-$595K	–	3557
2023 Q1	$595K	Buy	37,461 +16,818	+81%	+$283K	0.02%	827
2022 Q4	$273K	Sell	20,643 -22,984	-53%	-$444K	0.01%	1125
2022 Q3	$907K	Buy	43,627 +6,443	+17%	+$173K	0.03%	573
2022 Q2	$1.18M	Buy	37,184 +17,086	+85%	+$1.02M	0.04%	512
2022 Q1	$2.19M	Buy	20,098 +7,825	+64%	+$902K	0.06%	376
2021 Q4	$1.86M	Buy	12,273 +4,033	+49%	+$1.01M	0.05%	421
2021 Q3	$2.61M	Buy	8,240 +1,835	+29%	+$362K	0.08%	304
2021 Q2	$800K	Buy	+6,405	New	+$788K	0.03%	689