Summit Securities Group’s Upstart Holdings UPST Stock Holding History

Summit Securities Group’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 Q3	$5.13K	Buy
2023 Q3	–	Hold
2023 Q2	–	Hold
2023 Q1	–	Hold
2022 Q3	–	Hold
2022 Q2	–	Hold
2022 Q1	–	Sell
2021 Q4	$303K	Sell
2021 Q3	$2.69M	Sell
2021 Q2	$2.35M	Buy