Creative Planning’s Ladder Capital LADR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $387K | Buy |
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|
2025
Q2 | $291K | Sell |
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|
2025
Q1 | $445K | Sell |
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|
2024
Q4 | $454K | Buy |
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|
2024
Q3 | $433K | Buy |
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|
2024
Q2 | $411K | Buy |
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|
2024
Q1 | $302K | Sell |
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|
2023
Q4 | $319K | Buy |
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|
2023
Q3 | $181K | Sell |
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|
2023
Q2 | $198K | Buy |
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|
2023
Q1 | $98.1K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $15K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $3K | Sell |
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|
2016
Q3 | $3K | Buy |
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