Oxford 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
Q1 | – | Sell |
-3,069
| Closed | -$361K | – | 296 |
|
|
2024
Q4 | $361K | Sell |
3,069
-61
| -2% | -$7.17K | 0.02% | 188 |
|
|
2024
Q3 | $343K | Sell |
3,130
-48
| -2% | -$5.26K | 0.02% | 186 |
|
|
2024
Q2 | $310K | Buy |
3,178
+50
| +2% | +$4.88K | 0.02% | 211 |
|
|
2024
Q1 | $273K | Buy |
3,128
+84
| +3% | +$7.34K | 0.02% | 192 |
|
|
2023
Q4 | $219K | Hold |
3,044
| – | – | 0.02% | 222 |
|
|
2023
Q3 | $238K | Buy |
+3,044
| New | +$238K | 0.02% | 195 |
|