Tradition Wealth Management, LLC Upstart Holdings, Inc. Transaction History

Tradition Wealth Management, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 12, 2024	SELL	$20.87 - $47.31 $20 - $47	-1 Reduced 0.02%	4,693 $192,000
Q3 2023 Nov 13, 2023	BUY	$26.55 - $72.09 $6,372 - $17,301	240 Added 5.39%	4,694 $134,000
Q2 2023 Aug 14, 2023	BUY	$12.1 - $37.7 $7,695 - $23,977	636 Added 16.66%	4,454 $159,000
Q1 2023 May 11, 2023	BUY	$12.89 - $23.85 $44,663 - $82,640	3,465 Added 981.59%	3,818 $61,000
Q4 2022 Feb 03, 2023	SELL	$12.25 - $24.9 $4,900 - $9,960	-400 Reduced 53.12%	353 $5,000
Q3 2022 Nov 14, 2022	BUY	$20.79 - $36.28 $8,108 - $14,149	390 Added 107.44%	753 $16,000
Q2 2022 Aug 02, 2022	BUY	$28.0 - $113.85 $280 - $1,138	10 Added 2.83%	363 $11,000
Q1 2022 May 11, 2022	BUY	$89.34 - $157.99 $22,603 - $39,971	253 Added 253.0%	353 $39,000
Q4 2021 Feb 14, 2022	BUY	$131.5 - $390.0 $13,150 - $39,000	100 New	100 $15,000

421

49.9M

10.6M

11.7M

Ticker UPST
Exchange NASDAQ
Sector Financial Services
Industry Credit Services
Shares Outstandng 81,348,000
Market Cap $6.39B
Description
Upstart Holdings, Inc., together with its subsidiaries, operates a cloud-based artificial intelligence (AI) lending platform in the United States. Its platform aggregates consumer demand for loans and connects it to its network of the company's AI-enabled bank partners. The company was founded in 2012 and is headquartered in San Mateo, California.

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