J.W. Cole Advisors’s Upstart Holdings UPST Stock Holding History

J.W. Cole 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	–	Sell
2025 Q2	$309K	Buy
2024 Q1	–	Sell
2023 Q4	$467K	Buy
2022 Q2	–	Sell
2022 Q1	$231K	Buy
2021 Q4	$235K	Buy
2021 Q3	$408K	Buy