EverSource Wealth Advisors’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
$14.7K Sell
2,327
-276
-11% -$2.25K ﹤0.01% 2699
2025
Q4
$24.9K Buy
2,603
+192
+8% +$1.83K ﹤0.01% 2246
2025
Q3
$25.7K Hold
2,411
﹤0.01% 2163
2025
Q2
$23.3K Sell
2,411
-538
-18% -$4.5K ﹤0.01% 2179
2025
Q1
$25.3K Sell
2,949
-21,652
-88% -$162K ﹤0.01% 1564
2024
Q4
$159K Buy
+24,601
New +$169K 0.01% 746
2024
Q2
Sell
-361
Closed -$1.27K 3145
2024
Q1
$1.27K Buy
+361
New +$1.43K ﹤0.01% 2504

Other funds holding TIGR