Frazier Financial Advisors’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
$6.47K Hold
100
﹤0.01% 418
2025
Q1
$4.6K Hold
100
﹤0.01% 443
2024
Q4
$6.33K Hold
100
0.01% 412
2024
Q3
$4K Hold
100
﹤0.01% 572
2024
Q2
$2.36K Hold
100
﹤0.01% 770
2024
Q1
$2.69K Hold
100
﹤0.01% 719
2023
Q4
$4.09K Buy
+100
New +$4.09K ﹤0.01% 540