Avantax Advisory Services’s Upstart Holdings UPST Stock Holding History

Avantax Advisory Services’s Portfolio UPST Stock Details UPST Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$270K	Buy
2023 Q3	–	Sell
2023 Q2	$222K	Buy
2022 Q2	–	Sell
2022 Q1	$230K	Buy
2021 Q4	$256K	Sell
2021 Q3	$550K	Buy