Soltis Investment Advisors’s Trade Desk TTD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-5,661	Closed	-$277K	–	550
2025 Q3	$277K	Sell	5,661 -2,008	-26%	-$127K	0.02%	394
2025 Q2	$552K	Buy	7,669 +641	+9%	+$40.9K	0.04%	243
2025 Q1	$385K	Sell	7,028 -180	-2%	-$16.3K	0.03%	270
2024 Q4	$847K	Buy	7,208 +3,973	+123%	+$492K	0.08%	178
2024 Q3	$355K	Sell	3,235 -1,160	-26%	-$116K	0.03%	261
2024 Q2	$429K	Buy	4,395 +153	+4%	+$13.8K	0.05%	224
2024 Q1	$371K	Buy	4,242 +605	+17%	+$45.8K	0.04%	231
2023 Q4	$262K	Sell	3,637 -33	-0.9%	-$2.42K	0.03%	245
2023 Q3	$287K	Sell	3,670 -336	-8%	-$27.2K	0.04%	224
2023 Q2	$309K	Buy	+4,006	New	+$271K	0.04%	212
2022 Q2	–	Sell	-2,901	Closed	-$201K	–	266
2022 Q1	$201K	Sell	2,901 -399	-12%	-$28.8K	0.03%	243
2021 Q4	$302K	Sell	3,300 -1,542	-32%	-$135K	0.04%	205
2021 Q3	$340K	Buy	4,842 +1,672	+53%	+$129K	0.05%	184
2021 Q2	$245K	Buy	+3,170	New	+$203K	0.04%	220
2021 Q1	–	Sell	-3,010	Closed	-$241K	–	233
2020 Q4	$241K	Buy	+3,010	New	+$227K	0.04%	196