Orion Capital Management’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 | $178K | Sell |
2,750
-10
| -0.4% | -$647 | 0.07% | 144 |
|
|
2025
Q1 | $127K | Sell |
2,760
-1,500
| -35% | -$69K | 0.05% | 159 |
|
|
2024
Q4 | $262K | Sell |
4,260
-1,300
| -23% | -$80K | 0.12% | 105 |
|
|
2024
Q3 | $222K | Buy |
5,560
+270
| +5% | +$10.8K | 0.11% | 117 |
|
|
2024
Q2 | $125K | Sell |
5,290
-1,910
| -27% | -$45.1K | 0.07% | 140 |
|
|
2024
Q1 | $194K | Buy |
7,200
+1,500
| +26% | +$40.3K | 0.1% | 126 |
|
|
2023
Q4 | $233K | Buy |
5,700
+880
| +18% | +$36K | 0.14% | 109 |
|
|
2023
Q3 | $138K | Sell |
4,820
-890
| -16% | -$25.4K | 0.09% | 138 |
|
|
2023
Q2 | $204K | Sell |
5,710
-500
| -8% | -$17.9K | 0.13% | 124 |
|
|
2023
Q1 | $98.7K | Sell |
6,210
-200
| -3% | -$3.18K | 0.07% | 158 |
|
|
2022
Q4 | $84.7K | Sell |
6,410
-2,500
| -28% | -$33.1K | 0.06% | 160 |
|
|
2022
Q3 | $185K | Buy |
8,910
+2,300
| +35% | +$47.8K | 0.15% | 106 |
|
|
2022
Q2 | $209K | Sell |
6,610
-350
| -5% | -$11.1K | 0.16% | 95 |
|
|
2022
Q1 | $759K | Buy |
6,960
+630
| +10% | +$68.7K | 0.46% | 49 |
|
|
2021
Q4 | $958K | Buy |
6,330
+680
| +12% | +$103K | 0.54% | 46 |
|
|
2021
Q3 | $1.79M | Buy |
+5,650
| New | +$1.79M | 1.08% | 25 |
|