EverSource Wealth Advisors’s Upstart Holdings UPST Stock Holding History

EverSource Wealth Advisors’s Portfolio UPST Stock Details UPST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$4.62K	Buy
2025 Q2	$4.14K	Sell
2025 Q1	$5.11K	Buy
2024 Q4	$2.09K	Buy
2024 Q3	$1.16K	Buy
2024 Q2	$643	Buy
2024 Q1	$44	Sell
2023 Q4	$817	Buy
2023 Q1	–	Sell
2022 Q4	$1.26K	Buy