American International 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
2024 Q2	–	Sell	-36,599	Closed	-$984K	–	2590
2024 Q1	$984K	Buy	36,599 +193	+0.5%	+$5.71K	﹤0.01%	1309
2023 Q4	$1.49M	Buy	36,406 +418	+1%	+$12.7K	0.01%	1118
2023 Q3	$1.03M	Buy	35,988 +1,280	+4%	+$51.4K	0.01%	1216
2023 Q2	$1.24M	Buy	34,708 +33,934	+4,384%	+$781K	0.01%	1138
2023 Q1	$12.3K	Sell	774 -19	-2%	-$320	﹤0.01%	2938
2022 Q4	$10.5K	Sell	793 -16	-2%	-$309	﹤0.01%	2985
2022 Q3	$17K	Sell	809 -31	-4%	-$834	﹤0.01%	2997
2022 Q2	$27K	Sell	840 -72	-8%	-$4.29K	﹤0.01%	2988
2022 Q1	$99K	Buy	912 +46	+5%	+$5.3K	﹤0.01%	2604
2021 Q4	$131K	Sell	866 -19	-2%	-$4.75K	﹤0.01%	2606
2021 Q3	$280K	Buy	885 +625	+240%	+$123K	﹤0.01%	2220
2021 Q2	$32	Buy	260 +64	+33%	+$7.88K	﹤0.01%	3047
2021 Q1	$25	Buy	+196	New	+$15K	﹤0.01%	3105