Allworth Financial’s Trade Desk TTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $613K | Buy |
8,515
+3,221
| +61% | +$232K | ﹤0.01% | 771 |
|
|
2025
Q1 | $282K | Sell |
5,294
-176
| -3% | -$9.38K | ﹤0.01% | 843 |
|
|
2024
Q4 | $660K | Buy |
5,470
+1,732
| +46% | +$209K | ﹤0.01% | 620 |
|
|
2024
Q3 | $410K | Buy |
3,738
+97
| +3% | +$10.6K | ﹤0.01% | 628 |
|
|
2024
Q2 | $350K | Buy |
3,641
+272
| +8% | +$26.1K | ﹤0.01% | 648 |
|
|
2024
Q1 | $295K | Sell |
3,369
-542
| -14% | -$47.4K | ﹤0.01% | 670 |
|
|
2023
Q4 | $281K | Buy |
3,911
+1,545
| +65% | +$111K | ﹤0.01% | 647 |
|
|
2023
Q3 | $185K | Buy |
2,366
+71
| +3% | +$5.55K | ﹤0.01% | 707 |
|
|
2023
Q2 | $177K | Sell |
2,295
-101
| -4% | -$7.8K | ﹤0.01% | 734 |
|
|
2023
Q1 | $146K | Buy |
2,396
+199
| +9% | +$12.1K | ﹤0.01% | 731 |
|
|
2022
Q4 | $98.5K | Buy |
2,197
+655
| +42% | +$29.4K | ﹤0.01% | 818 |
|
|
2022
Q3 | $92K | Sell |
1,542
-371
| -19% | -$22.1K | ﹤0.01% | 790 |
|
|
2022
Q2 | $80K | Buy |
1,913
+795
| +71% | +$33.2K | ﹤0.01% | 775 |
|
|
2022
Q1 | $77K | Buy |
1,118
+272
| +32% | +$18.7K | ﹤0.01% | 784 |
|
|
2021
Q4 | $78K | Buy |
846
+349
| +70% | +$32.2K | ﹤0.01% | 734 |
|
|
2021
Q3 | $35K | Buy |
497
+7
| +1% | +$493 | ﹤0.01% | 878 |
|
|
2021
Q2 | $38K | Hold |
490
| – | – | ﹤0.01% | 691 |
|
|
2021
Q1 | $32K | Buy |
+490
| New | +$32K | ﹤0.01% | 671 |
|
|
2019
Q3 | – | Sell |
-740
| Closed | -$17K | – | 1022 |
|
|
2019
Q2 | $17K | Hold |
740
| – | – | ﹤0.01% | 489 |
|
|
2019
Q1 | $15K | Buy |
+740
| New | +$15K | ﹤0.01% | 511 |
|