UPSTART HLDGS INC

Ticker: UPST CUSIP: 91680M107 Class: Common Stock

Stratos Wealth Partners, LTD.'s Holding History (CIK: 0001612865)

Note: Option positions (PUT/CALL) are excluded.

Q3 2025
Shares 4,435 Value ($000) $225 Avg Close $70.35 Range $50.10 - $87.30
Q2 2025
Shares 4,768 Value ($000) $308 Avg Close $49.03 Range $31.40 - $66.61
Q1 2025
Shares 5,765 Value ($000) $265 Avg Close $62.17 Range $43.24 - $96.43
Q4 2024
Shares 5,663 Value ($000) $349 Avg Close $62.34 Range $37.41 - $88.95
Q3 2024
Shares 8,363 Value ($000) $335 Avg Close $33.26 Range $20.60 - $45.71
Q2 2024
Shares 9,799 Value ($000) $231 Avg Close $24.13 Range $20.68 - $30.17
Q1 2024
Shares 11,761 Value ($000) $316 Avg Close $29.57 Range $22.81 - $40.82
Q4 2023
Shares 11,805 Value ($000) $482 Avg Close $30.45 Range $19.84 - $49.62
Q3 2023
Shares 11,186 Value ($000) $319 Avg Close $40.19 Range $25.85 - $72.58
Q2 2023
Shares 8,849 Value ($000) $317 Avg Close $23.00 Range $11.93 - $38.84
Q2 2022
Shares 9,836 Value ($000) $311 Avg Close $59.55 Range $25.43 - $116.90
Q1 2022
Shares 6,231 Value ($000) $680 Avg Close $115.22 Range $75.15 - $161.00
Q4 2021
Shares 5,294 Value ($000) $801 Avg Close $249.80 Range $128.45 - $401.49
Q3 2021
Shares 3,664 Value ($000) $1,159 Avg Close $197.24 Range $107.26 - $346.54