Stephens Inc’s Upstart Holdings UPST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-4,310	Closed	-$470K	–	1344
2022 Q1	$470K	Buy	4,310 +1,656	+62%	+$181K	0.01%	831
2021 Q4	$402K	Buy	2,654 +1,033	+64%	+$156K	0.01%	926
2021 Q3	$513K	Buy	+1,621	New	+$513K	0.01%	860