Keeler & Nadler Financial Planning & Wealth Management’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	$389K	Hold	6,007	–	–	0.16%	51
2025 Q1	$284K	Hold	6,007	–	–	0.13%	55
2024 Q4	$370K	Sell	6,007 -1,000	-14%	-$61.6K	0.17%	51
2024 Q3	$280K	Buy	+7,007	New	+$280K	0.14%	57
2024 Q1	–	Sell	-7,147	Closed	-$292K	–	66
2023 Q4	$292K	Buy	+7,147	New	+$292K	0.21%	45