Wells Fargo’s UP Fintech Holding TIGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $240K | Buy |
24,824
+13,703
| +123% | +$132K | ﹤0.01% | 4287 |
|
|
2025
Q1 | $95.5K | Buy |
11,121
+10,221
| +1,136% | +$87.8K | ﹤0.01% | 4672 |
|
|
2024
Q4 | $5.81K | Buy |
900
+700
| +350% | +$4.52K | ﹤0.01% | 5535 |
|
|
2024
Q3 | $1.07K | Hold |
200
| – | – | ﹤0.01% | 5705 |
|
|
2024
Q2 | $840 | Hold |
200
| – | – | ﹤0.01% | 5724 |
|
|
2024
Q1 | $688 | Hold |
200
| – | – | ﹤0.01% | 5837 |
|
|
2023
Q4 | $884 | Hold |
200
| – | – | ﹤0.01% | 5816 |
|
|
2023
Q3 | $1.02K | Hold |
200
| – | – | ﹤0.01% | 5824 |
|
|
2023
Q2 | $568 | Sell |
200
-750
| -79% | -$2.13K | ﹤0.01% | 6149 |
|
|
2023
Q1 | $3.16K | Hold |
950
| – | – | ﹤0.01% | 5833 |
|
|
2022
Q4 | $3.24K | Sell |
950
-1,686
| -64% | -$5.75K | ﹤0.01% | 5562 |
|
|
2022
Q3 | $9K | Buy |
2,636
+236
| +10% | +$806 | ﹤0.01% | 5408 |
|
|
2022
Q2 | $11K | Hold |
2,400
| – | – | ﹤0.01% | 5428 |
|
|
2022
Q1 | $12K | Sell |
2,400
-967
| -29% | -$4.84K | ﹤0.01% | 5863 |
|
|
2021
Q4 | $16K | Sell |
3,367
-9,831
| -74% | -$46.7K | ﹤0.01% | 5883 |
|
|
2021
Q3 | $140K | Sell |
13,198
-14,472
| -52% | -$154K | ﹤0.01% | 4956 |
|
|
2021
Q2 | $802K | Sell |
27,670
-1,228
| -4% | -$35.6K | ﹤0.01% | 4110 |
|
|
2021
Q1 | $514K | Buy |
+28,898
| New | +$514K | ﹤0.01% | 4376 |
|