Atomi Financial Group’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
$830K Buy
12,834
+127
+1% +$8.22K 0.03% 399
2025
Q1
$585K Buy
12,707
+374
+3% +$17.2K 0.03% 466
2024
Q4
$759K Sell
12,333
-46,410
-79% -$2.86M 0.04% 335
2024
Q3
$2.35M Sell
58,743
-266
-0.5% -$10.6K 0.15% 118
2024
Q2
$1.39M Buy
59,009
+406
+0.7% +$9.58K 0.1% 161
2024
Q1
$1.58M Sell
58,603
-54
-0.1% -$1.45K 0.15% 136
2023
Q4
$2.4M Buy
+58,657
New +$2.4M 0.33% 62