Capstone Financial Advisors’s loanDepot LDI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.8K | Sell |
25,000
-15,000
| -38% | -$19.1K | ﹤0.01% | 167 |
|
|
2025
Q1 | $47.6K | Buy |
40,000
+15,000
| +60% | +$17.9K | ﹤0.01% | 148 |
|
|
2024
Q4 | $51K | Hold |
25,000
| – | – | ﹤0.01% | 146 |
|
|
2024
Q3 | $68.3K | Hold |
25,000
| – | – | ﹤0.01% | 148 |
|
|
2024
Q2 | $41.3K | Hold |
25,000
| – | – | ﹤0.01% | 151 |
|
|
2024
Q1 | $64.8K | Hold |
25,000
| – | – | ﹤0.01% | 138 |
|
|
2023
Q4 | $88K | Hold |
25,000
| – | – | 0.01% | 141 |
|
|
2023
Q3 | $43K | Hold |
25,000
| – | – | ﹤0.01% | 134 |
|
|
2023
Q2 | $53K | Hold |
25,000
| – | – | ﹤0.01% | 132 |
|
|
2023
Q1 | $40.3K | Hold |
25,000
| – | – | ﹤0.01% | 130 |
|
|
2022
Q4 | $41.3K | Hold |
25,000
| – | – | ﹤0.01% | 126 |
|
|
2022
Q3 | $33K | Hold |
25,000
| – | – | ﹤0.01% | 126 |
|
|
2022
Q2 | $36K | Hold |
25,000
| – | – | ﹤0.01% | 130 |
|
|
2022
Q1 | $104K | Buy |
25,000
+10,000
| +67% | +$41.6K | 0.01% | 125 |
|
|
2021
Q4 | $72K | Buy |
15,000
+5,000
| +50% | +$24K | 0.01% | 129 |
|
|
2021
Q3 | $68K | Buy |
+10,000
| New | +$68K | 0.01% | 132 |
|