Summit Financial Strategies’s Upstart Holdings UPST Stock Holding History

Summit Financial Strategies’s Portfolio UPST Stock Details UPST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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