Basswood Capital Management’s Upstart Holdings UPST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-88,794
Closed -$2.53M 105
2023
Q3
$2.53M Hold
88,794
0.19% 84
2023
Q2
$3.18M Buy
+88,794
New +$3.18M 0.23% 79
2022
Q4
Sell
-4,633
Closed -$96K 128
2022
Q3
$96K Buy
+4,633
New +$96K 0.01% 116