Corient Private Wealth’s Ladder Capital LADR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-10,058
Closed -$115K 2589
2025
Q1
$115K Buy
10,058
+36
+0.4% +$411 ﹤0.01% 2151
2024
Q4
$112K Sell
10,022
-2,548
-20% -$28.5K ﹤0.01% 2205
2024
Q3
$146K Buy
+12,570
New +$146K ﹤0.01% 2245