Putney Financial 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
$16K Buy
248
+130
+110% +$8.41K 0.02% 187
2025
Q1
$5.43K Buy
+118
New +$5.43K 0.01% 232