Wood Tarver Financial Group’s Upstart Holdings UPST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$19K Hold
300
0.01% 369
2025
Q1
$13.8K Hold
300
﹤0.01% 387
2024
Q4
$18K Buy
+300
New +$18K 0.01% 358