Cetera Investment Advisers’s UP Fintech Holding TIGR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-50,168	Closed	-$480K	–	4962
2025 Q4	$480K	Sell	50,168 -39,169	-44%	-$374K	﹤0.01%	3475
2025 Q3	$953K	Buy	89,337 +39,164	+78%	+$420K	﹤0.01%	2802
2025 Q2	$484K	Buy	50,173 +1,385	+3%	+$11.6K	﹤0.01%	2996
2025 Q1	$419K	Buy	48,788 +344	+0.7%	+$2.57K	﹤0.01%	2993
2024 Q4	$313K	Buy	48,444 +17,944	+59%	+$123K	﹤0.01%	3088
2024 Q3	$163K	Sell	30,500 -9,754	-24%	-$38.9K	﹤0.01%	3441
2024 Q2	$169K	Buy	40,254 +6,254	+18%	+$24.7K	﹤0.01%	3410
2024 Q1	$117K	Buy	34,000 +5,000	+17%	+$19.8K	﹤0.01%	3468
2023 Q4	$128K	Buy	29,000 +3,500	+14%	+$16.1K	﹤0.01%	2116
2023 Q3	$131K	Hold	25,500	–	–	﹤0.01%	2053
2023 Q2	$72.4K	Buy	25,500 +5,500	+28%	+$16.3K	﹤0.01%	2105
2023 Q1	$66.6K	Hold	20,000	–	–	﹤0.01%	2085
2022 Q4	$68.2K	Hold	20,000	–	–	﹤0.01%	2025
2022 Q3	$66K	Buy	20,000 +1,000	+5%	+$3.82K	﹤0.01%	1606
2022 Q2	$89K	Hold	19,000	–	–	﹤0.01%	1746
2022 Q1	$93K	Buy	19,000 +4,500	+31%	+$20.2K	﹤0.01%	1808
2021 Q4	$71K	Buy	+14,500	New	+$101K	﹤0.01%	1816
2021 Q2	–	Sell	-12,742	Closed	-$227K	–	1830
2021 Q1	$227K	Sell	12,742 -1,500	-11%	-$30.5K	﹤0.01%	1396
2020 Q4	$113K	Buy	+14,242	New	+$79K	﹤0.01%	1513