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