Atria Wealth Solutions’s Upstart Holdings UPST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$604K	Buy	8,930 +964	+12%	+$47.3K	0.01%	831
2025 Q1	$367K	Sell	7,966 -11,043	-58%	-$686K	﹤0.01%	1369
2024 Q4	$1.17M	Buy	19,009 +12,378	+187%	+$772K	0.01%	870
2024 Q3	$265K	Buy	+6,631	New	+$221K	﹤0.01%	1592
2024 Q1	–	Sell	-7,327	Closed	-$299K	–	2068
2023 Q4	$299K	Buy	+7,327	New	+$223K	﹤0.01%	1503
2023 Q3	–	Sell	-6,357	Closed	-$228K	–	1986
2023 Q2	$228K	Buy	+6,357	New	+$146K	﹤0.01%	1616
2023 Q1	–	Sell	-14,967	Closed	-$198K	–	1957
2022 Q4	$198K	Buy	14,967 +1,117	+8%	+$21.6K	﹤0.01%	1619
2022 Q3	$288K	Buy	+13,850	New	+$373K	0.01%	1323
2022 Q2	–	Sell	-8,983	Closed	-$980K	–	1892
2022 Q1	$980K	Buy	+8,983	New	+$1.03M	0.02%	745