Merit Financial Group’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	$282K	Sell	4,359 -904	-17%	-$58.5K	﹤0.01%	1367
2025 Q1	$242K	Buy	5,263 +867	+20%	+$39.9K	﹤0.01%	1208
2024 Q4	$271K	Buy	+4,396	New	+$271K	﹤0.01%	967