Sheaff Brock Investment 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
Q1 | – | Sell |
-2,512
| Closed | -$295K | – | 472 |
|
2024
Q4 | $295K | Sell |
2,512
-1,000
| -28% | -$118K | 0.03% | 337 |
|
2024
Q3 | $385K | Hold |
3,512
| – | – | 0.03% | 291 |
|
2024
Q2 | $343K | Sell |
3,512
-5,280
| -60% | -$516K | 0.03% | 304 |
|
2024
Q1 | $769K | Sell |
8,792
-500
| -5% | -$43.7K | 0.05% | 224 |
|
2023
Q4 | $669K | Buy |
9,292
+150
| +2% | +$10.8K | 0.05% | 222 |
|
2023
Q3 | $714K | Buy |
9,142
+370
| +4% | +$28.9K | 0.06% | 197 |
|
2023
Q2 | $677K | Sell |
8,772
-700
| -7% | -$54.1K | 0.06% | 211 |
|
2023
Q1 | $577K | Buy |
9,472
+100
| +1% | +$6.09K | 0.05% | 234 |
|
2022
Q4 | $420K | Buy |
9,372
+32
| +0.3% | +$1.44K | 0.04% | 274 |
|
2022
Q3 | $558K | Buy |
9,340
+210
| +2% | +$12.5K | 0.06% | 216 |
|
2022
Q2 | $382K | Buy |
9,130
+360
| +4% | +$15.1K | 0.03% | 283 |
|
2022
Q1 | $607K | Buy |
8,770
+300
| +4% | +$20.8K | 0.04% | 239 |
|
2021
Q4 | $776K | Sell |
8,470
-350
| -4% | -$32.1K | 0.05% | 209 |
|
2021
Q3 | $620K | Sell |
8,820
-30
| -0.3% | -$2.11K | 0.05% | 223 |
|
2021
Q2 | $684K | Buy |
8,850
+190
| +2% | +$14.7K | 0.05% | 212 |
|
2021
Q1 | $564K | Buy |
8,660
+70
| +0.8% | +$4.56K | 0.04% | 234 |
|
2020
Q4 | $688K | Buy |
8,590
+160
| +2% | +$12.8K | 0.06% | 189 |
|
2020
Q3 | $437K | Sell |
8,430
-2,490
| -23% | -$129K | 0.04% | 229 |
|
2020
Q2 | $444K | Buy |
+10,920
| New | +$444K | 0.04% | 225 |
|
2020
Q1 | – | Sell |
-8,950
| Closed | -$233K | – | 481 |
|
2019
Q4 | $233K | Buy |
+8,950
| New | +$233K | 0.02% | 374 |
|