Charles Schwab’s loanDepot LDI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.03M Buy
2025
Q1
$780K Buy
2024
Q4
$75.4K Hold
2024
Q3
$101K Hold
2024
Q2
$61K Sell
2024
Q1
$95.8K Buy
2023
Q4
$130K Hold
2023
Q3
$63.6K Hold
2023
Q2
$78.4K Buy
2023
Q1
$29.1K Sell
2022
Q4
$61.2K Hold
2022
Q3
$49K Buy