Next 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
2021 Q4	$590K	Buy	3,901 +587	+18%	+$88.8K	0.04%	475
2021 Q3	$1.05M	Buy	3,314 +841	+34%	+$266K	0.08%	261
2021 Q2	$308K	Buy	+2,473	New	+$308K	0.02%	665