Parkside Financial Bank & Trust’s Upstart Holdings UPST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.28K	Buy	50 +6	+14%	+$211	﹤0.01%	2263
2025 Q4	$1.93K	Buy	44 +2	+5%	+$92	﹤0.01%	2109
2025 Q3	$2.13K	Hold	42	–	–	﹤0.01%	1997
2025 Q2	$2.72K	Buy	42 +2	+5%	+$98	﹤0.01%	1894
2025 Q1	$1.84K	Buy	+40	New	+$2.49K	﹤0.01%	1915
2024 Q4	–	Sell	-7	Closed	-$281	–	2196
2024 Q3	$281	Hold	7	–	–	﹤0.01%	1938
2024 Q2	$166	Sell	7 -50	-88%	-$1.21K	﹤0.01%	1972
2024 Q1	$1.53K	Sell	57 -7	-11%	-$207	﹤0.01%	1553
2023 Q4	$2.62K	Buy	64 +50	+357%	+$1.52K	﹤0.01%	1451
2023 Q3	$400	Hold	14	–	–	﹤0.01%	1939
2023 Q2	$502	Hold	14	–	–	﹤0.01%	1893
2023 Q1	$223	Hold	14	–	–	﹤0.01%	1948
2022 Q4	$185	Sell	14 -86	-86%	-$1.66K	﹤0.01%	1964
2022 Q3	$2K	Hold	100	–	–	﹤0.01%	1600
2022 Q2	$3K	Hold	100	–	–	﹤0.01%	1497
2022 Q1	$11K	Hold	100	–	–	﹤0.01%	1001
2021 Q4	$15K	Sell	100 -20	-17%	-$5K	﹤0.01%	906
2021 Q3	$38K	Buy	+120	New	+$23.7K	0.01%	579