Sowell Financial Services’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 | $226K | Buy |
+3,137
| New | +$226K | 0.01% | 907 |
|
|
2024
Q4 | – | Sell |
-14,660
| Closed | -$1.61M | – | 603 |
|
|
2024
Q3 | $1.61M | Buy |
14,660
+1,162
| +9% | +$127K | 0.07% | 272 |
|
|
2024
Q2 | $1.32M | Buy |
+13,498
| New | +$1.32M | 0.06% | 292 |
|
|
2024
Q1 | – | Sell |
-11,392
| Closed | -$820K | – | 586 |
|
|
2023
Q4 | $820K | Buy |
+11,392
| New | +$820K | 0.04% | 360 |
|
|
2023
Q3 | – | Sell |
-10,817
| Closed | -$835K | – | 597 |
|
|
2023
Q2 | $835K | Buy |
10,817
+5,060
| +88% | +$391K | 0.05% | 384 |
|
|
2023
Q1 | $351K | Sell |
5,757
-6,900
| -55% | -$421K | 0.03% | 520 |
|
|
2022
Q4 | $567K | Buy |
+12,657
| New | +$567K | 0.04% | 409 |
|
|
2022
Q1 | – | Sell |
-18,550
| Closed | -$1.7M | – | 496 |
|
|
2021
Q4 | $1.7M | Buy |
18,550
+3,464
| +23% | +$317K | 0.1% | 227 |
|
|
2021
Q3 | $1.06M | Buy |
+15,086
| New | +$1.06M | 0.07% | 285 |
|
|
2021
Q2 | – | Sell |
-5,130
| Closed | -$314K | – | 2552 |
|
|
2021
Q1 | $314K | Sell |
5,130
-1,180
| -19% | -$72.2K | 0.01% | 829 |
|
|
2020
Q4 | $505K | Buy |
6,310
+1,630
| +35% | +$130K | 0.02% | 519 |
|
|
2020
Q3 | $243K | Buy |
4,680
+910
| +24% | +$47.3K | 0.01% | 673 |
|
|
2020
Q2 | $153K | Buy |
3,770
+2,040
| +118% | +$82.8K | 0.01% | 818 |
|
|
2020
Q1 | $33K | Sell |
1,730
-610
| -26% | -$11.6K | ﹤0.01% | 1205 |
|
|
2019
Q4 | $61K | Buy |
2,340
+1,330
| +132% | +$34.7K | ﹤0.01% | 1086 |
|
|
2019
Q3 | $19K | Buy |
+1,010
| New | +$19K | ﹤0.01% | 1303 |
|