N.E.W. Advisory Services’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
$12.9K Hold
200
﹤0.01% 529
2025
Q1
$9.21K Buy
+200
New +$9.21K ﹤0.01% 626