B. Riley Wealth Advisors’s Upstart Holdings UPST Stock Holding History

B. Riley Wealth Advisors’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 Q3	$53.2K	Buy
2022 Q3	–	Sell
2022 Q2	$474K	Sell
2022 Q1	$2.82M	Buy
2021 Q4	$1.28M	Sell
2021 Q3	$3.06M	Buy
2021 Q2	$440K	Buy