Synergy Financial Group’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 | $3.87M | Buy |
53,796
+6,707
| +14% | +$483K | 2.85% | 10 |
|
|
2025
Q1 | $2.58M | Buy |
47,089
+497
| +1% | +$27.2K | 2.31% | 13 |
|
|
2024
Q4 | $5.48M | Sell |
46,592
-1,295
| -3% | -$152K | 4.57% | 5 |
|
|
2024
Q3 | $5.25M | Buy |
47,887
+235
| +0.5% | +$25.8K | 4.99% | 4 |
|
|
2024
Q2 | $4.65M | Sell |
47,652
-1,366
| -3% | -$133K | 4.88% | 5 |
|
|
2024
Q1 | $4.29M | Sell |
49,018
-111
| -0.2% | -$9.7K | 4.83% | 5 |
|
|
2023
Q4 | $3.54M | Sell |
49,129
-1,767
| -3% | -$127K | 4.33% | 6 |
|
|
2023
Q3 | $3.98M | Buy |
50,896
+680
| +1% | +$53.1K | 5.55% | 3 |
|
|
2023
Q2 | $3.88M | Buy |
50,216
+755
| +2% | +$58.3K | 5.23% | 5 |
|
|
2023
Q1 | $3.01M | Sell |
49,461
-4,099
| -8% | -$250K | 4.9% | 5 |
|
|
2022
Q4 | $2.4M | Sell |
53,560
-9,282
| -15% | -$416K | 4.74% | 4 |
|
|
2022
Q3 | $3.76M | Buy |
62,842
+359
| +0.6% | +$21.5K | 5.63% | 3 |
|
|
2022
Q2 | $2.62M | Buy |
62,483
+785
| +1% | +$32.9K | 4.1% | 4 |
|
|
2022
Q1 | $4.27M | Buy |
61,698
+4,075
| +7% | +$282K | 4.49% | 4 |
|
|
2021
Q4 | $5.28M | Buy |
+57,623
| New | +$5.28M | 4.74% | 4 |
|