EverSource Wealth 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	$2.67K	Sell	104 -57	-35%	-$2K	﹤0.01%	3540
2025 Q4	$7.04K	Buy	161 +70	+77%	+$3.22K	﹤0.01%	2967
2025 Q3	$4.62K	Buy	91 +27	+42%	+$1.9K	﹤0.01%	3193
2025 Q2	$4.14K	Sell	64 -47	-42%	-$2.31K	﹤0.01%	3239
2025 Q1	$5.11K	Buy	111 +77	+226%	+$4.79K	﹤0.01%	2484
2024 Q4	$2.09K	Buy	34 +5	+17%	+$312	﹤0.01%	2698
2024 Q3	$1.16K	Buy	29 +6	+26%	+$200	﹤0.01%	2690
2024 Q2	$643	Buy	23 +21	+1,050%	+$507	﹤0.01%	2835
2024 Q1	$44	Sell	2 -18	-90%	-$532	﹤0.01%	2859
2023 Q4	$817	Buy	+20	New	+$609	﹤0.01%	2437
2023 Q1	–	Sell	-95	Closed	-$1.26K	–	2545
2022 Q4	$1.26K	Buy	+95	New	+$1.84K	﹤0.01%	2036