Charles Schwab’s loanDepot LDI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.03M | Buy |
1,599,838
+944,701
| +144% | +$1.2M | ﹤0.01% | 2664 |
|
|
2025
Q1 | $780K | Buy |
655,137
+618,153
| +1,671% | +$736K | ﹤0.01% | 2934 |
|
|
2024
Q4 | $75.4K | Hold |
36,984
| – | – | ﹤0.01% | 3416 |
|
|
2024
Q3 | $101K | Hold |
36,984
| – | – | ﹤0.01% | 3377 |
|
|
2024
Q2 | $61K | Sell |
36,984
-2
| -0% | -$3 | ﹤0.01% | 3493 |
|
|
2024
Q1 | $95.8K | Buy |
36,986
+2
| +0% | +$5 | ﹤0.01% | 3306 |
|
|
2023
Q4 | $130K | Hold |
36,984
| – | – | ﹤0.01% | 3326 |
|
|
2023
Q3 | $63.6K | Hold |
36,984
| – | – | ﹤0.01% | 3385 |
|
|
2023
Q2 | $78.4K | Buy |
36,984
+18,929
| +105% | +$40.1K | ﹤0.01% | 3366 |
|
|
2023
Q1 | $29.1K | Sell |
18,055
-19,042
| -51% | -$30.7K | ﹤0.01% | 3451 |
|
|
2022
Q4 | $61.2K | Hold |
37,097
| – | – | ﹤0.01% | 3320 |
|
|
2022
Q3 | $49K | Buy |
+37,097
| New | +$49K | ﹤0.01% | 3332 |
|