Valeo Financial Advisors’s Upstart Holdings UPST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-7,431	Closed	-$304K	–	712
2023 Q4	$304K	Sell	7,431 -4,951	-40%	-$151K	0.01%	485
2023 Q3	$353K	Sell	12,382 -1,799	-13%	-$72.3K	0.02%	416
2023 Q2	$508K	Sell	14,181 -20	-0.1%	-$460	0.02%	318
2023 Q1	$226K	Buy	14,201 +1,310	+10%	+$22K	0.01%	522
2022 Q4	$170K	Sell	12,891 -3,700	-22%	-$71.5K	0.01%	494
2022 Q3	$345K	Buy	16,591 +1,717	+12%	+$46.2K	0.02%	312
2022 Q2	$470K	Buy	14,874 +6,220	+72%	+$370K	0.03%	262
2022 Q1	$944K	Buy	8,654 +4,180	+93%	+$482K	0.05%	207
2021 Q4	$677K	Buy	4,474 +3,020	+208%	+$754K	0.04%	246
2021 Q3	$460K	Buy	+1,454	New	+$287K	0.03%	323
2021 Q2	–	Sell	-100	Closed	-$13K	–	1754
2021 Q1	$13K	Buy	+100	New	+$7.67K	﹤0.01%	1297