BOK Financial’s Upstart Holdings UPST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-20,382	Closed	-$2.22M	–	991
2022 Q1	$2.22M	Buy	20,382 +15,873	+352%	+$1.73M	0.04%	379
2021 Q4	$682K	Buy	4,509 +124	+3%	+$18.8K	0.01%	665
2021 Q3	$1.39M	Buy	+4,385	New	+$1.39M	0.02%	494