Capital Advisors Inc’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 | $498K | Buy |
6,916
+5
| +0.1% | +$360 | 0.01% | 201 |
|
|
2025
Q1 | $378K | Buy |
6,911
+1,211
| +21% | +$66.3K | 0.01% | 221 |
|
|
2024
Q4 | $670K | Sell |
5,700
-81
| -1% | -$9.52K | 0.01% | 177 |
|
|
2024
Q3 | $634K | Hold |
5,781
| – | – | 0.01% | 177 |
|
|
2024
Q2 | $565K | Hold |
5,781
| – | – | 0.01% | 187 |
|
|
2024
Q1 | $505K | Hold |
5,781
| – | – | 0.01% | 195 |
|
|
2023
Q4 | $416K | Hold |
5,781
| – | – | 0.01% | 212 |
|
|
2023
Q3 | $452K | Sell |
5,781
-360
| -6% | -$28.1K | 0.01% | 176 |
|
|
2023
Q2 | $474K | Buy |
6,141
+500
| +9% | +$38.6K | 0.01% | 179 |
|
|
2023
Q1 | $344K | Sell |
5,641
-15
| -0.3% | -$914 | 0.01% | 203 |
|
|
2022
Q4 | $254K | Sell |
5,656
-75
| -1% | -$3.36K | 0.01% | 230 |
|
|
2022
Q3 | $290K | Buy |
5,731
+800
| +16% | +$40.5K | 0.01% | 199 |
|
|
2022
Q2 | $207K | Hold |
4,931
| – | – | 0.01% | 236 |
|
|
2022
Q1 | $341K | Hold |
4,931
| – | – | 0.01% | 200 |
|
|
2021
Q4 | $452K | Hold |
4,931
| – | – | 0.01% | 176 |
|
|
2021
Q3 | $347K | Hold |
4,931
| – | – | 0.01% | 183 |
|
|
2021
Q2 | $381K | Buy |
4,931
+81
| +2% | +$6.26K | 0.01% | 182 |
|
|
2021
Q1 | $316K | Hold |
4,850
| – | – | 0.01% | 188 |
|
|
2020
Q4 | $388K | Sell |
4,850
-920
| -16% | -$73.6K | 0.01% | 153 |
|
|
2020
Q3 | $299K | Hold |
5,770
| – | – | 0.01% | 159 |
|
|
2020
Q2 | $277K | Buy |
+5,770
| New | +$277K | 0.01% | 157 |
|