UPSTART HLDGS INC

Ticker: UPST CUSIP: 91680M107 Class: Common Stock

Independent Advisor Alliance's Holding History (CIK: 0001696899)

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

Q2 2025
Shares 3,783 Value ($000) $245 Avg Close $49.03 Range $31.40 - $66.61
Q1 2025
Shares 5,425 Value ($000) $250 Avg Close $62.17 Range $43.24 - $96.43
Q4 2024
Shares 4,942 Value ($000) $304 Avg Close $62.34 Range $37.41 - $88.95
Q3 2024
Shares 5,156 Value ($000) $206 Avg Close $33.26 Range $20.60 - $45.71
Q2 2024
Shares 29,455 Value ($000) $695 Avg Close $24.13 Range $20.68 - $30.17
Q4 2023
Shares 6,569 Value ($000) $268 Avg Close $30.45 Range $19.84 - $49.62
Q2 2023
Shares 7,230 Value ($000) $259 Avg Close $23.00 Range $11.93 - $38.84
Q1 2023
Shares 91,415 Value ($000) $1,453 Avg Close $16.82 Range $12.53 - $26.35
Q1 2022
Shares 13,436 Value ($000) $1,466 Avg Close $115.22 Range $75.15 - $161.00
Q3 2021
Shares 913 Value ($000) $289 Avg Close $197.24 Range $107.26 - $346.54