Rollins Financial’s Upstart Holdings UPST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-37,692	Closed	-$1.08M	–	114
2023 Q3	$1.08M	Buy	37,692 +30,072	+395%	+$858K	0.26%	45
2023 Q2	$273K	Buy	+7,620	New	+$273K	0.07%	84
2021 Q2	$250K	Buy	+2,000	New	+$250K	0.09%	88