Raymond James Trust’s Trade Desk TTD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $2.1M | Buy |
19,148
+2,721
| +17% | +$298K | 0.05% | 311 |
|
2024
Q2 | $1.6M | Buy |
16,427
+2,753
| +20% | +$269K | 0.04% | 356 |
|
2024
Q1 | $1.2M | Sell |
13,674
-807
| -6% | -$70.5K | 0.03% | 419 |
|
2023
Q4 | $1.04M | Buy |
14,481
+9,767
| +207% | +$703K | 0.03% | 442 |
|
2023
Q3 | $368K | Buy |
4,714
+147
| +3% | +$11.5K | 0.01% | 781 |
|
2023
Q2 | $353K | Sell |
4,567
-57
| -1% | -$4.41K | 0.01% | 813 |
|
2023
Q1 | $282K | Sell |
4,624
-640
| -12% | -$39K | 0.01% | 899 |
|
2022
Q4 | $236K | Buy |
5,264
+885
| +20% | +$39.7K | 0.01% | 966 |
|
2022
Q3 | $261K | Buy |
+4,379
| New | +$261K | 0.01% | 852 |
|
2022
Q1 | – | Sell |
-3,038
| Closed | -$278K | – | 1224 |
|
2021
Q4 | $278K | Sell |
3,038
-301
| -9% | -$27.5K | 0.01% | 935 |
|
2021
Q3 | $235K | Sell |
3,339
-23
| -0.7% | -$1.62K | 0.01% | 977 |
|
2021
Q2 | $260K | Sell |
3,362
-918
| -21% | -$71K | 0.01% | 923 |
|
2021
Q1 | $279K | Sell |
4,280
-630
| -13% | -$41.1K | 0.01% | 859 |
|
2020
Q4 | $393K | Sell |
4,910
-310
| -6% | -$24.8K | 0.02% | 642 |
|
2020
Q3 | $271K | Sell |
5,220
-740
| -12% | -$38.4K | 0.01% | 742 |
|
2020
Q2 | $242K | Buy |
+5,960
| New | +$242K | 0.01% | 760 |
|