Soltis 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
Q2 | $552K | Buy |
7,669
+641
| +9% | +$46.1K | 0.04% | 243 |
|
|
2025
Q1 | $385K | Sell |
7,028
-180
| -2% | -$9.85K | 0.03% | 270 |
|
|
2024
Q4 | $847K | Buy |
7,208
+3,973
| +123% | +$467K | 0.08% | 178 |
|
|
2024
Q3 | $355K | Sell |
3,235
-1,160
| -26% | -$127K | 0.03% | 261 |
|
|
2024
Q2 | $429K | Buy |
4,395
+153
| +4% | +$14.9K | 0.05% | 224 |
|
|
2024
Q1 | $371K | Buy |
4,242
+605
| +17% | +$52.9K | 0.04% | 231 |
|
|
2023
Q4 | $262K | Sell |
3,637
-33
| -0.9% | -$2.38K | 0.03% | 245 |
|
|
2023
Q3 | $287K | Sell |
3,670
-336
| -8% | -$26.3K | 0.04% | 224 |
|
|
2023
Q2 | $309K | Buy |
+4,006
| New | +$309K | 0.04% | 212 |
|
|
2022
Q2 | – | Sell |
-2,901
| Closed | -$201K | – | 265 |
|
|
2022
Q1 | $201K | Sell |
2,901
-399
| -12% | -$27.6K | 0.03% | 242 |
|
|
2021
Q4 | $302K | Sell |
3,300
-1,542
| -32% | -$141K | 0.04% | 203 |
|
|
2021
Q3 | $340K | Buy |
4,842
+1,672
| +53% | +$117K | 0.05% | 184 |
|
|
2021
Q2 | $245K | Buy |
+3,170
| New | +$245K | 0.04% | 220 |
|
|
2021
Q1 | – | Sell |
-3,010
| Closed | -$241K | – | 231 |
|
|
2020
Q4 | $241K | Buy |
+3,010
| New | +$241K | 0.04% | 196 |
|