Jones Financial Companies’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 | $5.77M | Buy |
83,289
+34,976
| +72% | +$2.43M | ﹤0.01% | 459 |
|
|
2025
Q1 | $2.7M | Buy |
48,313
+13,513
| +39% | +$755K | ﹤0.01% | 579 |
|
|
2024
Q4 | $4.09M | Buy |
34,800
+8,455
| +32% | +$994K | ﹤0.01% | 393 |
|
|
2024
Q3 | $2.88M | Buy |
26,345
+10,049
| +62% | +$1.1M | ﹤0.01% | 376 |
|
|
2024
Q2 | $1.59M | Buy |
16,296
+13,193
| +425% | +$1.29M | ﹤0.01% | 353 |
|
|
2024
Q1 | $271K | Buy |
3,103
+2,638
| +567% | +$231K | ﹤0.01% | 417 |
|
|
2023
Q4 | $33.5K | Buy |
465
+418
| +889% | +$30.1K | ﹤0.01% | 525 |
|
|
2023
Q3 | $3.67K | Buy |
+47
| New | +$3.67K | ﹤0.01% | 534 |
|
|
2023
Q2 | – | Sell |
-160
| Closed | -$9.75K | – | 596 |
|
|
2023
Q1 | $9.75K | Sell |
160
-50
| -24% | -$3.05K | ﹤0.01% | 474 |
|
|
2022
Q4 | $9K | Buy |
210
+50
| +31% | +$2.14K | ﹤0.01% | 491 |
|
|
2022
Q3 | $10K | Hold |
160
| – | – | ﹤0.01% | 428 |
|
|
2022
Q2 | $7K | Buy |
+160
| New | +$7K | ﹤0.01% | 519 |
|
|
2022
Q1 | – | Sell |
-160
| Closed | -$15K | – | 837 |
|
|
2021
Q4 | $15K | Buy |
+160
| New | +$15K | ﹤0.01% | 507 |
|