UPSTART HLDGS INC

Ticker: UPST CUSIP: 91680M107 Class: Common Stock

Tradition Wealth Management, LLC's Holding History (CIK: 0001843010)

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

Q3 2025
Shares 5,470 Value ($000) $278 Avg Close $70.35 Range $50.10 - $87.30
Q2 2025
Shares 5,248 Value ($000) $339 Avg Close $49.03 Range $31.40 - $66.61
Q1 2025
Shares 4,713 Value ($000) $217 Avg Close $62.17 Range $43.24 - $96.43
Q4 2024
Shares 4,718 Value ($000) $290 Avg Close $62.34 Range $37.41 - $88.95
Q4 2023
Shares 4,693 Value ($000) $0 Avg Close $30.45 Range $19.84 - $49.62
Q3 2023
Shares 4,694 Value ($000) $0 Avg Close $40.19 Range $25.85 - $72.58
Q2 2023
Shares 4,454 Value ($000) $0 Avg Close $23.00 Range $11.93 - $38.84
Q1 2023
Shares 3,818 Value ($000) $0 Avg Close $16.82 Range $12.53 - $26.35
Q4 2022
Shares 353 Value ($000) $0 Avg Close $19.32 Range $12.01 - $26.09
Q3 2022
Shares 753 Value ($000) $16 Avg Close $26.90 Range $20.22 - $37.67
Q2 2022
Shares 363 Value ($000) $11 Avg Close $59.55 Range $25.43 - $116.90
Q1 2022
Shares 353 Value ($000) $39 Avg Close $115.22 Range $75.15 - $161.00
Q4 2021
Shares 100 Value ($000) $15 Avg Close $249.80 Range $128.45 - $401.49