Steward Partners Investment Advisory’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	$10.5K	Sell	409 -610	-60%	-$21.5K	﹤0.01%	3535
2025 Q4	$44.6K	Sell	1,019 -445	-30%	-$20.5K	﹤0.01%	2734
2025 Q3	$74.4K	Buy	1,464 +600	+69%	+$42.2K	﹤0.01%	2413
2025 Q2	$55.9K	Buy	864 +362	+72%	+$17.8K	﹤0.01%	2418
2025 Q1	$23.1K	Buy	502 +17	+4%	+$1.06K	﹤0.01%	2741
2024 Q4	$29.9K	Buy	485 +50	+11%	+$3.12K	﹤0.01%	2592
2024 Q3	$17.4K	Sell	435 -130	-23%	-$4.32K	﹤0.01%	2718
2024 Q2	$13.3K	Sell	565 -1,139	-67%	-$27.5K	﹤0.01%	2698
2024 Q1	$45.8K	Buy	1,704 +1,185	+228%	+$35K	﹤0.01%	2158
2023 Q4	$21.2K	Sell	519 -125	-19%	-$3.81K	﹤0.01%	2378
2023 Q3	$18.4K	Hold	644	–	–	﹤0.01%	2349
2023 Q2	$23.1K	Buy	644 +105	+19%	+$2.42K	﹤0.01%	2222
2023 Q1	$8.56K	Sell	539 -70	-11%	-$1.18K	﹤0.01%	2596
2022 Q4	$8.05K	Sell	609 -298	-33%	-$5.76K	﹤0.01%	2604
2022 Q3	$19K	Sell	907 -900	-50%	-$24.2K	﹤0.01%	2254
2022 Q2	$57K	Sell	1,807 -1,057	-37%	-$62.9K	﹤0.01%	1743
2022 Q1	$312K	Buy	2,864 +1,700	+146%	+$196K	﹤0.01%	1113
2021 Q4	$176K	Sell	1,164 -1,701	-59%	-$425K	﹤0.01%	1367
2021 Q3	$907K	Buy	2,865 +59	+2%	+$11.6K	0.02%	695
2021 Q2	$350K	Buy	2,806 +2,456	+702%	+$302K	0.01%	1105
2021 Q1	$45.1K	Buy	+350	New	+$26.8K	﹤0.01%	2037