Gryphon Financial Partners’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 | $776K | Sell |
12,000
-7,721
| -39% | -$499K | 0.1% | 135 |
|
|
2025
Q1 | $908K | Sell |
19,721
-4,783
| -20% | -$220K | 0.13% | 105 |
|
|
2024
Q4 | $1.51M | Sell |
24,504
-496
| -2% | -$30.5K | 0.22% | 64 |
|
|
2024
Q3 | $1M | Sell |
25,000
-5,000
| -17% | -$200K | 0.14% | 96 |
|
|
2024
Q2 | $708K | Sell |
30,000
-10,000
| -25% | -$236K | 0.11% | 116 |
|
|
2024
Q1 | $1.08M | Sell |
40,000
-10,000
| -20% | -$269K | 0.18% | 74 |
|
|
2023
Q4 | $2.04M | Hold |
50,000
| – | – | 0.36% | 42 |
|
|
2023
Q3 | $1.43M | Buy |
+50,000
| New | +$1.43M | 0.33% | 43 |
|