F.L. Putnam Investment Management’s Upstart Holdings UPST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-950	Closed	-$261K	–	612
2024 Q3	$261K	Buy	950 +825	+660%	+$227K	﹤0.01%	515
2024 Q2	$2.95K	Buy	+125	New	+$2.95K	﹤0.01%	699