Principal Securities’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	$4.01K	Buy	+62	New	+$4.01K	﹤0.01%	2932
2024 Q1	–	Sell	-553	Closed	-$22.6K	–	3398
2023 Q4	$22.6K	Buy	+553	New	+$22.6K	﹤0.01%	1863