IFP Advisors’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 | $799K | Sell |
10,737
-1,902
| -15% | -$142K | 0.02% | 652 |
|
|
2025
Q1 | $692K | Buy |
12,639
+2,595
| +26% | +$142K | 0.02% | 660 |
|
|
2024
Q4 | $1.18M | Buy |
10,044
+4,104
| +69% | +$482K | 0.04% | 485 |
|
|
2024
Q3 | $651K | Sell |
5,940
-7,439
| -56% | -$816K | 0.02% | 601 |
|
|
2024
Q2 | $1.31M | Sell |
13,379
-296
| -2% | -$28.9K | 0.05% | 375 |
|
|
2024
Q1 | $1.2M | Sell |
13,675
-11,430
| -46% | -$999K | 0.05% | 370 |
|
|
2023
Q4 | $1.81M | Buy |
25,105
+18,905
| +305% | +$1.36M | 0.09% | 260 |
|
|
2023
Q3 | $485K | Sell |
6,200
-906
| -13% | -$70.8K | 0.02% | 600 |
|
|
2023
Q2 | $549K | Buy |
7,106
+3,613
| +103% | +$279K | 0.02% | 620 |
|
|
2023
Q1 | $303K | Sell |
3,493
-12,528
| -78% | -$1.09M | 0.01% | 773 |
|
|
2022
Q4 | $1.4M | Buy |
16,021
+156
| +1% | +$13.6K | 0.04% | 485 |
|
|
2022
Q3 | $1.38M | Buy |
15,865
+6,112
| +63% | +$532K | 0.04% | 528 |
|
|
2022
Q2 | $847K | Hold |
9,753
| – | – | 0.03% | 630 |
|
|
2022
Q1 | $847K | Buy |
9,753
+5,994
| +159% | +$521K | 0.03% | 630 |
|
|
2021
Q4 | $347K | Sell |
3,759
-748
| -17% | -$69K | 0.01% | 716 |
|
|
2021
Q3 | $319K | Buy |
4,507
+157
| +4% | +$11.1K | 0.01% | 717 |
|
|
2021
Q2 | $336K | Buy |
4,350
+1,980
| +84% | +$153K | 0.01% | 676 |
|
|
2021
Q1 | $155K | Sell |
2,370
-2,060
| -47% | -$135K | ﹤0.01% | 955 |
|
|
2020
Q4 | $355K | Buy |
4,430
+1,120
| +34% | +$89.8K | 0.01% | 603 |
|
|
2020
Q3 | $176K | Sell |
3,310
-470
| -12% | -$25K | 0.01% | 752 |
|
|
2020
Q2 | $153K | Sell |
3,780
-780
| -17% | -$31.6K | 0.01% | 766 |
|
|
2020
Q1 | $94K | Buy |
4,560
+1,180
| +35% | +$24.3K | 0.01% | 847 |
|
|
2019
Q4 | $92K | Sell |
3,380
-650
| -16% | -$17.7K | 0.01% | 988 |
|
|
2019
Q3 | $74K | Buy |
+4,030
| New | +$74K | 0.01% | 1194 |
|
|
2019
Q1 | $97K | Sell |
4,810
-920
| -16% | -$18.6K | 0.01% | 697 |
|
|
2018
Q4 | $66K | Buy |
5,730
+2,920
| +104% | +$33.6K | ﹤0.01% | 1429 |
|
|
2018
Q3 | $42K | Buy |
2,810
+830
| +42% | +$12.4K | ﹤0.01% | 1979 |
|
|
2018
Q2 | $19K | Buy |
1,980
+780
| +65% | +$7.49K | ﹤0.01% | 2477 |
|
|
2018
Q1 | $5K | Hold |
1,200
| – | – | ﹤0.01% | 3193 |
|
|
2017
Q4 | $5K | Sell |
1,200
-5,250
| -81% | -$21.9K | ﹤0.01% | 3190 |
|
|
2017
Q3 | $40K | Buy |
6,450
+3,450
| +115% | +$21.4K | ﹤0.01% | 2120 |
|
|
2017
Q2 | $15K | Buy |
3,000
+2,000
| +200% | +$10K | ﹤0.01% | 2737 |
|
|
2017
Q1 | $4K | Hold |
1,000
| – | – | ﹤0.01% | 3407 |
|
|
2016
Q4 | $3K | Hold |
1,000
| – | – | ﹤0.01% | 3519 |
|
|
2016
Q3 | $3K | Buy |
+1,000
| New | +$3K | ﹤0.01% | 3470 |
|
|
2016
Q2 | – | Sell |
-4,810
| Closed | -$97K | – | 4185 |
|
|
2016
Q1 | $97K | Buy |
+4,810
| New | +$97K | 0.01% | 697 |
|