Creative Planning’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 | $291K | Sell |
27,042
-11,962
| -31% | -$129K | ﹤0.01% | 2911 |
|
|
2025
Q1 | $445K | Sell |
39,004
-1,530
| -4% | -$17.5K | ﹤0.01% | 2381 |
|
|
2024
Q4 | $454K | Buy |
40,534
+3,232
| +9% | +$36.2K | ﹤0.01% | 2311 |
|
|
2024
Q3 | $433K | Buy |
37,302
+909
| +2% | +$10.5K | ﹤0.01% | 2233 |
|
|
2024
Q2 | $411K | Buy |
36,393
+9,275
| +34% | +$105K | ﹤0.01% | 2096 |
|
|
2024
Q1 | $302K | Sell |
27,118
-624
| -2% | -$6.95K | ﹤0.01% | 2236 |
|
|
2023
Q4 | $319K | Buy |
27,742
+10,107
| +57% | +$116K | ﹤0.01% | 2041 |
|
|
2023
Q3 | $181K | Sell |
17,635
-609
| -3% | -$6.25K | ﹤0.01% | 2260 |
|
|
2023
Q2 | $198K | Buy |
18,244
+7,863
| +76% | +$85.3K | ﹤0.01% | 2210 |
|
|
2023
Q1 | $98.1K | Buy |
+10,381
| New | +$98.1K | ﹤0.01% | 2250 |
|
|
2017
Q3 | – | Sell |
-1,100
| Closed | -$15K | – | 2812 |
|
|
2017
Q2 | $15K | Buy |
+1,100
| New | +$15K | ﹤0.01% | 3323 |
|
|
2017
Q1 | – | Sell |
-200
| Closed | -$3K | – | 4598 |
|
|
2016
Q4 | $3K | Sell |
200
-2
| -1% | -$30 | ﹤0.01% | 4055 |
|
|
2016
Q3 | $3K | Buy |
+202
| New | +$3K | ﹤0.01% | 3993 |
|