Orion Capital Management’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $140K | Hold |
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|
2025
Q2 | $178K | Sell |
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|
2025
Q1 | $127K | Sell |
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|
2024
Q4 | $262K | Sell |
|
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|
2024
Q3 | $222K | Buy |
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|
2024
Q2 | $125K | Sell |
|
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|
2024
Q1 | $194K | Buy |
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|
2023
Q4 | $233K | Buy |
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|
2023
Q3 | $138K | Sell |
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|
2023
Q2 | $204K | Sell |
|
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|
2023
Q1 | $98.7K | Sell |
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|
2022
Q4 | $84.7K | Sell |
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|
2022
Q3 | $185K | Buy |
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|
2022
Q2 | $209K | Sell |
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|
2022
Q1 | $759K | Buy |
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|
2021
Q4 | $958K | Buy |
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|
2021
Q3 | $1.79M | Buy |
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