JNBA 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
$647 Hold
10
﹤0.01% 632
2025
Q1
$461 Hold
10
﹤0.01% 633
2024
Q4
$616 Buy
+10
New +$616 ﹤0.01% 631