Concourse Financial Group Securities’s Trade Desk TTD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-3,777
| Closed | -$456K | – | 7782 |
|
2024
Q4 | $456K | Sell |
3,777
-491
| -12% | -$59.3K | 0.03% | 500 |
|
2024
Q3 | $468K | Sell |
4,268
-824
| -16% | -$90.4K | 0.03% | 470 |
|
2024
Q2 | $497K | Sell |
5,092
-463
| -8% | -$45.2K | 0.03% | 447 |
|
2024
Q1 | $486K | Sell |
5,555
-482
| -8% | -$42.1K | 0.03% | 447 |
|
2023
Q4 | $434K | Sell |
6,037
-3,829
| -39% | -$276K | 0.03% | 468 |
|
2023
Q3 | $771K | Sell |
9,866
-846
| -8% | -$66.1K | 0.06% | 323 |
|
2023
Q2 | $827K | Sell |
10,712
-2,348
| -18% | -$181K | 0.06% | 317 |
|
2023
Q1 | $795K | Sell |
13,060
-2,353
| -15% | -$143K | 0.06% | 315 |
|
2022
Q4 | $691K | Sell |
15,413
-802
| -5% | -$36K | 0.06% | 337 |
|
2022
Q3 | $969K | Buy |
16,215
+787
| +5% | +$47K | 0.09% | 221 |
|
2022
Q2 | $646K | Sell |
15,428
-172
| -1% | -$7.2K | 0.05% | 345 |
|
2022
Q1 | $1.08M | Sell |
15,600
-10,859
| -41% | -$752K | 0.08% | 248 |
|
2021
Q4 | $2.43M | Buy |
26,459
+613
| +2% | +$56.2K | 0.14% | 142 |
|
2021
Q3 | $1.82M | Buy |
25,846
+2,298
| +10% | +$162K | 0.11% | 180 |
|
2021
Q2 | $1.82M | Buy |
23,548
+1,508
| +7% | +$117K | 0.11% | 163 |
|
2021
Q1 | $1.44M | Buy |
22,040
+3,550
| +19% | +$231K | 0.1% | 182 |
|
2020
Q4 | $1.48M | Sell |
18,490
-3,110
| -14% | -$249K | 0.11% | 158 |
|
2020
Q3 | $1.12M | Buy |
21,600
+2,210
| +11% | +$115K | 0.1% | 175 |
|
2020
Q2 | $788K | Buy |
19,390
+9,500
| +96% | +$386K | 0.08% | 208 |
|
2020
Q1 | $191K | Buy |
9,890
+3,470
| +54% | +$67K | 0.02% | 477 |
|
2019
Q4 | $167K | Buy |
6,420
+5,350
| +500% | +$139K | 0.02% | 547 |
|
2019
Q3 | $20K | Sell |
1,070
-440
| -29% | -$8.22K | 0.01% | 968 |
|
2019
Q2 | $34K | Buy |
1,510
+630
| +72% | +$14.2K | ﹤0.01% | 1019 |
|
2019
Q1 | $17K | Sell |
880
-540
| -38% | -$10.4K | ﹤0.01% | 1326 |
|
2018
Q4 | $16K | Buy |
1,420
+40
| +3% | +$451 | ﹤0.01% | 1257 |
|
2018
Q3 | $21K | Buy |
+1,380
| New | +$21K | 0.01% | 841 |
|