Shelton 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
$914K Hold
2025
Q2
$1.16M Hold
2025
Q1
$829K Hold
2024
Q4
$1.11M Sell
2024
Q3
$800K Hold
2024
Q2
$472K Hold
2024
Q1
$538K Sell
2023
Q4
$825K Buy