Cullen/Frost Bankers’s Upstart Holdings UPST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$24.3K	Buy	376 +233	+163%	+$15.1K	﹤0.01%	887
2025 Q1	$6.58K	Buy	143 +21	+17%	+$967	﹤0.01%	1007
2024 Q4	$7.51K	Buy	+122	New	+$7.51K	﹤0.01%	928
2024 Q3	–	Sell	-54	Closed	-$1.27K	–	1390
2024 Q2	$1.27K	Buy	+54	New	+$1.27K	﹤0.01%	1166