Capital CS 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	–	Hold	0	–	–	–	78
2025 Q1	–	Hold	0	–	–	–	78
2022 Q2	–	Sell	-2,791	Closed	-$304K	–	69
2022 Q1	$304K	Sell	2,791 -327	-10%	-$35.6K	0.26%	42
2021 Q4	$472K	Buy	+3,118	New	+$472K	0.37%	43