Sequoia Financial Advisors’s Upstart Holdings UPST Stock Holding History

Sequoia Financial Advisors’s Portfolio UPST Stock Details UPST Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$263K	Buy
2025 Q3	$303K	Buy
2025 Q2	$384K	Buy
2025 Q1	$272K	Sell
2024 Q4	$366K	Buy
2024 Q3	$235K	Buy