Albion Financial Group’s Upstart Holdings UPST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,000	Closed	-$43.7K	–	777
2025 Q4	$43.7K	Hold	1,000	–	–	﹤0.01%	264
2025 Q3	$50.8K	Hold	1,000	–	–	﹤0.01%	254
2025 Q2	$64.7K	Hold	1,000	–	–	﹤0.01%	224
2025 Q1	$46K	Hold	1,000	–	–	﹤0.01%	247
2024 Q4	$61.6K	Hold	1,000	–	–	﹤0.01%	234
2024 Q3	$40K	Hold	1,000	–	–	﹤0.01%	258
2024 Q2	$23.6K	Hold	1,000	–	–	﹤0.01%	283
2024 Q1	$26.9K	Hold	1,000	–	–	﹤0.01%	259
2023 Q4	$40.9K	Hold	1,000	–	–	﹤0.01%	235
2023 Q3	$28.5K	Hold	1,000	–	–	﹤0.01%	242
2023 Q2	$35.8K	Hold	1,000	–	–	﹤0.01%	236
2023 Q1	$15.9K	Hold	1,000	–	–	﹤0.01%	278
2022 Q4	$13.2K	Hold	1,000	–	–	﹤0.01%	287
2022 Q3	$21K	Hold	1,000	–	–	﹤0.01%	256
2022 Q2	$32K	Hold	1,000	–	–	﹤0.01%	239
2022 Q1	$109K	Hold	1,000	–	–	0.01%	224
2021 Q4	$151K	Hold	1,000	–	–	0.01%	228
2021 Q3	$316K	Hold	1,000	–	–	0.03%	164
2021 Q2	$125K	Buy	+1,000	New	+$123K	0.01%	205