JFS Wealth Advisors’s Upstart Holdings UPST Stock Holding History

JFS 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	$661	Hold
2025 Q2	$841	Hold
2025 Q1	$599	Hold
2024 Q4	$801	Hold
2024 Q3	$521	Buy
2022 Q4	–	Sell
2022 Q3	$6K	Hold
2022 Q2	$9K	Hold
2022 Q1	$33K	Buy
2021 Q4	$30K	Sell
2021 Q3	$79K	Buy