Summit Financial Strategies’s Upstart Holdings UPST Stock Holding History

Summit Financial Strategies’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
2025 Q4	–	Sell
2025 Q3	$214K	Hold
2025 Q2	$272K	Buy
2025 Q1	–	Sell
2024 Q4	$281K	Sell
2024 Q3	$416K	Buy
2024 Q2	$216K	Buy
2024 Q1	$213K	Buy
2023 Q4	$277K	Buy