Clearstead Advisors’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	$38.5K	Hold	1,500	–	–	﹤0.01%	1328
2025 Q4	$65.6K	Buy	1,500 +1,000	+200%	+$46K	﹤0.01%	1286
2025 Q3	$25.4K	Buy	+500	New	+$35.2K	﹤0.01%	1537
2025 Q2	–	Sell	-35	Closed	-$1.61K	–	2889
2025 Q1	$1.61K	Sell	35 -6	-15%	-$373	﹤0.01%	1932
2024 Q4	$2.52K	Buy	41 +6	+17%	+$374	﹤0.01%	1817
2024 Q3	$1.4K	Hold	35	–	–	﹤0.01%	1871
2024 Q2	$826	Hold	35	–	–	﹤0.01%	1912
2024 Q1	$961	Hold	35	–	–	﹤0.01%	1405
2023 Q4	$1.43K	Sell	35 -35	-50%	-$1.07K	﹤0.01%	1343
2023 Q3	$2K	Buy	70 +35	+100%	+$1.41K	﹤0.01%	1406
2023 Q2	$1.25K	Sell	35 -2	-5%	-$46	﹤0.01%	1223
2023 Q1	$588	Hold	37	–	–	﹤0.01%	1287
2022 Q4	$489	Hold	37	–	–	﹤0.01%	1233
2022 Q3	$1K	Hold	37	–	–	﹤0.01%	1208
2022 Q2	$1K	Buy	37 +10	+37%	+$596	﹤0.01%	1235
2022 Q1	$3K	Sell	27 -53	-66%	-$6.11K	﹤0.01%	1168
2021 Q4	$12K	Buy	80 +53	+196%	+$13.2K	﹤0.01%	914
2021 Q3	$9K	Buy	27 +16	+145%	+$3.16K	﹤0.01%	962
2021 Q2	$1K	Buy	+11	New	+$1.35K	﹤0.01%	1207