Aigen Investment Management’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 | – | Sell |
-9,069
| Closed | -$417K | – | 1081 |
|
2025
Q1 | $417K | Sell |
9,069
-7,165
| -44% | -$330K | 0.07% | 401 |
|
2024
Q4 | $1,000K | Buy |
+16,234
| New | +$1,000K | 0.18% | 176 |
|
2022
Q2 | – | Sell |
-2,198
| Closed | -$240K | – | 735 |
|
2022
Q1 | $240K | Sell |
2,198
-19,419
| -90% | -$2.12M | 0.04% | 437 |
|
2021
Q4 | $3.18M | Buy |
+21,617
| New | +$3.18M | 0.2% | 141 |
|