Independent Advisor Alliance’s Upstart Holdings UPST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-3,783	Closed	-$245K	–	982
2025 Q2	$245K	Sell	3,783 -1,642	-30%	-$80.5K	0.01%	777
2025 Q1	$250K	Buy	5,425 +483	+10%	+$30K	0.01%	707
2024 Q4	$304K	Sell	4,942 -214	-4%	-$13.3K	﹤0.01%	1138
2024 Q3	$206K	Sell	5,156 -24,299	-82%	-$808K	0.01%	655
2024 Q2	$695K	Buy	+29,455	New	+$711K	0.02%	393
2024 Q1	–	Sell	-6,569	Closed	-$268K	–	739
2023 Q4	$268K	Buy	+6,569	New	+$200K	0.01%	575
2023 Q3	–	Sell	-7,230	Closed	-$259K	–	702
2023 Q2	$259K	Sell	7,230 -84,185	-92%	-$1.94M	0.01%	560
2023 Q1	$1.45M	Buy	+91,415	New	+$1.54M	0.07%	235
2022 Q2	–	Sell	-13,436	Closed	-$1.47M	–	697
2022 Q1	$1.47M	Buy	+13,436	New	+$1.55M	0.07%	227
2021 Q4	–	Sell	-913	Closed	-$289K	–	706
2021 Q3	$289K	Buy	+913	New	+$180K	0.02%	499