Raymond James Financial
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Raymond James Financial’s Upstart Holdings UPST Stock Holding History

Raymond James Financial’s Portfolio UPST Stock Details UPST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$9.07M Buy
140,250
+21,572
+18% +$1.4M ﹤0.01% 1944
2025
Q1 		$5.46M Sell
118,678
-3,062
-3% -$141K ﹤0.01% 2266
2024
Q4 		$7.5M Buy
+121,740
New +$7.5M ﹤0.01% 2053