Sound Income Strategies’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	$5.07K	Hold	200	–	–	﹤0.01%	1817
2025 Q4	$9.62K	Buy	+200	New	+$9.21K	﹤0.01%	1490
2025 Q3	–	Sell	-10	Closed	-$647	–	1827
2025 Q2	$647	Hold	10	–	–	﹤0.01%	1424
2025 Q1	$460	Sell	10 -20	-67%	-$1.24K	﹤0.01%	1423
2024 Q4	$1.85K	Sell	30 -30	-50%	-$1.87K	﹤0.01%	1180
2024 Q3	$2.4K	Hold	60	–	–	﹤0.01%	1098
2024 Q2	$1.42K	Hold	60	–	–	﹤0.01%	1153
2024 Q1	$1.61K	Hold	60	–	–	﹤0.01%	1099
2023 Q4	$2.45K	Buy	+60	New	+$1.83K	﹤0.01%	1021
2023 Q3	–	Sell	-20	Closed	-$716	–	1235
2023 Q2	$716	Buy	+20	New	+$460	﹤0.01%	1010