Kestra Advisory Services’s Upstart Holdings UPST Stock Holding History

Kestra Advisory Services’s Portfolio UPST Stock Details UPST Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$779K	Sell
2025 Q2	$1.35M	Buy
2025 Q1	$379K	Sell
2024 Q4	$566K	Buy
2024 Q3	$291K	Buy
2022 Q4	–	Sell
2022 Q3	$309K	Buy
2022 Q2	$267K	Sell
2022 Q1	$2.71M	Buy
2021 Q4	$2.05M	Buy
2021 Q3	$270K	Buy