Larson Financial Group’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 | $252K | Buy |
3,501
+991
| +39% | +$71.3K | 0.01% | 614 |
|
2025
Q1 | $137K | Buy |
2,510
+1,897
| +309% | +$104K | 0.01% | 700 |
|
2024
Q4 | $72K | Buy |
613
+453
| +283% | +$53.2K | ﹤0.01% | 790 |
|
2024
Q3 | $17.5K | Buy |
160
+13
| +9% | +$1.43K | ﹤0.01% | 1258 |
|
2024
Q2 | $14.4K | Sell |
147
-192
| -57% | -$18.8K | ﹤0.01% | 1157 |
|
2024
Q1 | $29.6K | Buy |
339
+86
| +34% | +$7.52K | ﹤0.01% | 804 |
|
2023
Q4 | $18.2K | Sell |
253
-393
| -61% | -$28.3K | ﹤0.01% | 876 |
|
2023
Q3 | $50.5K | Buy |
646
+3
| +0.5% | +$234 | 0.01% | 609 |
|
2023
Q2 | $49.7K | Sell |
643
-384
| -37% | -$29.7K | 0.01% | 563 |
|
2023
Q1 | $62.6K | Sell |
1,027
-785
| -43% | -$47.8K | 0.01% | 506 |
|
2022
Q4 | $81.2K | Buy |
1,812
+1,116
| +160% | +$50K | 0.01% | 433 |
|
2022
Q3 | $42K | Hold |
696
| – | – | 0.01% | 499 |
|
2022
Q2 | $29K | Sell |
696
-2
| -0.3% | -$83 | 0.01% | 477 |
|
2022
Q1 | $48K | Sell |
698
-22
| -3% | -$1.51K | 0.01% | 387 |
|
2021
Q4 | $66K | Buy |
720
+20
| +3% | +$1.83K | 0.01% | 333 |
|
2021
Q3 | $49K | Buy |
700
+68
| +11% | +$4.76K | 0.01% | 300 |
|
2021
Q2 | $49K | Sell |
632
-498
| -44% | -$38.6K | 0.01% | 282 |
|
2021
Q1 | $74K | Buy |
1,130
+330
| +41% | +$21.6K | 0.02% | 203 |
|
2020
Q4 | $64K | Hold |
800
| – | – | 0.02% | 186 |
|
2020
Q3 | $42K | Hold |
800
| – | – | 0.02% | 229 |
|
2020
Q2 | $33K | Buy |
800
+410
| +105% | +$16.9K | 0.02% | 230 |
|
2020
Q1 | $8K | Hold |
390
| – | – | 0.01% | 321 |
|
2019
Q4 | $10K | Hold |
390
| – | – | 0.01% | 301 |
|
2019
Q3 | $7K | Hold |
390
| – | – | ﹤0.01% | 345 |
|
2019
Q2 | $9K | Hold |
390
| – | – | 0.01% | 262 |
|
2019
Q1 | $8K | Hold |
390
| – | – | 0.01% | 257 |
|
2018
Q4 | $5K | Buy |
+390
| New | +$5K | ﹤0.01% | 281 |
|