Steward Partners Investment Advisory’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 | $798K | Sell |
11,078
-382
| -3% | -$27.5K | 0.01% | 1080 |
|
|
2025
Q1 | $627K | Sell |
11,460
-2,337
| -17% | -$128K | 0.01% | 1119 |
|
|
2024
Q4 | $1.62M | Buy |
13,797
+4,812
| +54% | +$566K | 0.01% | 703 |
|
|
2024
Q3 | $985K | Buy |
8,985
+1,108
| +14% | +$121K | 0.01% | 857 |
|
|
2024
Q2 | $769K | Buy |
7,877
+211
| +3% | +$20.6K | 0.01% | 905 |
|
|
2024
Q1 | $670K | Buy |
7,666
+414
| +6% | +$36.2K | 0.01% | 939 |
|
|
2023
Q4 | $522K | Buy |
7,252
+798
| +12% | +$57.4K | 0.01% | 982 |
|
|
2023
Q3 | $504K | Sell |
6,454
-1,307
| -17% | -$102K | 0.01% | 919 |
|
|
2023
Q2 | $599K | Sell |
7,761
-1,879
| -19% | -$145K | 0.01% | 873 |
|
|
2023
Q1 | $587K | Buy |
9,640
+9
| +0.1% | +$548 | 0.01% | 864 |
|
|
2022
Q4 | $432K | Sell |
9,631
-541
| -5% | -$24.3K | 0.01% | 959 |
|
|
2022
Q3 | $608K | Sell |
10,172
-680
| -6% | -$40.6K | 0.01% | 794 |
|
|
2022
Q2 | $455K | Sell |
10,852
-19
| -0.2% | -$797 | 0.01% | 882 |
|
|
2022
Q1 | $753K | Sell |
10,871
-1,784
| -14% | -$124K | 0.01% | 783 |
|
|
2021
Q4 | $1.16M | Buy |
12,655
+4,166
| +49% | +$382K | 0.02% | 643 |
|
|
2021
Q3 | $597K | Buy |
8,489
+1,802
| +27% | +$127K | 0.01% | 849 |
|
|
2021
Q2 | $517K | Sell |
6,687
-5,073
| -43% | -$392K | 0.01% | 914 |
|
|
2021
Q1 | $766K | Buy |
11,760
+6,040
| +106% | +$394K | 0.01% | 737 |
|
|
2020
Q4 | $458K | Sell |
5,720
-740
| -11% | -$59.3K | 0.01% | 782 |
|
|
2020
Q3 | $335K | Buy |
6,460
+5,280
| +447% | +$274K | 0.01% | 781 |
|
|
2020
Q2 | $48K | Buy |
1,180
+610
| +107% | +$24.8K | ﹤0.01% | 1433 |
|
|
2020
Q1 | $11K | Sell |
570
-500
| -47% | -$9.65K | ﹤0.01% | 1834 |
|
|
2019
Q4 | $27K | Sell |
1,070
-1,980
| -65% | -$50K | ﹤0.01% | 1677 |
|
|
2019
Q3 | $57K | Sell |
3,050
-1,380
| -31% | -$25.8K | ﹤0.01% | 1303 |
|
|
2019
Q2 | $100K | Buy |
+4,430
| New | +$100K | ﹤0.01% | 1061 |
|
|
2018
Q4 | – | Sell |
-300
| Closed | -$5K | – | 2061 |
|
|
2018
Q3 | $5K | Sell |
300
-4,000
| -93% | -$66.7K | ﹤0.01% | 2142 |
|
|
2018
Q2 | $40K | Buy |
4,300
+300
| +8% | +$2.79K | ﹤0.01% | 1193 |
|
|
2018
Q1 | $19K | Buy |
+4,000
| New | +$19K | ﹤0.01% | 1354 |
|