Envestnet Asset Management’s Ladder Capital LADR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $410K | Buy |
41,980
+9,548
| +29% | +$100K | ﹤0.01% | 4070 |
|
|
2025
Q4 | $356K | Sell |
32,432
-2,896
| -8% | -$31.5K | ﹤0.01% | 3910 |
|
|
2025
Q3 | $385K | Buy |
35,328
+338
| +1% | +$3.8K | ﹤0.01% | 3922 |
|
|
2025
Q2 | $376K | Buy |
34,990
+585
| +2% | +$6.14K | ﹤0.01% | 3902 |
|
|
2025
Q1 | $393K | Buy |
34,405
+3,611
| +12% | +$41.3K | ﹤0.01% | 3765 |
|
|
2024
Q4 | $345K | Sell |
30,794
-1,656
| -5% | -$19K | ﹤0.01% | 3818 |
|
|
2024
Q3 | $376K | Sell |
32,450
-7,265
| -18% | -$86.2K | ﹤0.01% | 3689 |
|
|
2024
Q2 | $448K | Sell |
39,715
-12,566
| -24% | -$138K | ﹤0.01% | 3516 |
|
|
2024
Q1 | $582K | Buy |
52,281
+10,358
| +25% | +$114K | ﹤0.01% | 3345 |
|
|
2023
Q4 | $483K | Sell |
41,923
-8,860
| -17% | -$94.5K | ﹤0.01% | 3342 |
|
|
2023
Q3 | $521K | Sell |
50,783
-62,268
| -55% | -$674K | ﹤0.01% | 3230 |
|
|
2023
Q2 | $1.23M | Sell |
113,051
-198,177
| -64% | -$1.92M | ﹤0.01% | 2595 |
|
|
2023
Q1 | $645K | Buy |
311,228
+253,972
| +444% | +$2.69M | ﹤0.01% | 2979 |
|
|
2022
Q4 | $575K | Buy |
57,256
+6,336
| +12% | +$65.7K | ﹤0.01% | 3020 |
|
|
2022
Q3 | $456K | Buy |
50,920
+4,276
| +9% | +$47.2K | ﹤0.01% | 3080 |
|
|
2022
Q2 | $492K | Buy |
46,644
+8,828
| +23% | +$100K | ﹤0.01% | 3056 |
|
|
2022
Q1 | $449K | Buy |
37,816
+4,574
| +14% | +$53.8K | ﹤0.01% | 3182 |
|
|
2021
Q4 | $399K | Buy |
33,242
+7,715
| +30% | +$91.5K | ﹤0.01% | 3220 |
|
|
2021
Q3 | $282K | Buy |
25,527
+1,347
| +6% | +$15.1K | ﹤0.01% | 3328 |
|
|
2021
Q2 | $279K | Buy |
24,180
+2,219
| +10% | +$26K | ﹤0.01% | 3332 |
|
|
2021
Q1 | $259K | Buy |
21,961
+442
| +2% | +$4.81K | ﹤0.01% | 3218 |
|
|
2020
Q4 | $210K | Sell |
21,519
-1,919
| -8% | -$16.3K | ﹤0.01% | 3116 |
|
|
2020
Q3 | $167K | Sell |
23,438
-28,126
| -55% | -$211K | ﹤0.01% | 2954 |
|
|
2020
Q2 | $418K | Buy |
51,564
+39,883
| +341% | +$299K | ﹤0.01% | 2511 |
|
|
2020
Q1 | $55K | Sell |
11,681
-4,177
| -26% | -$63.5K | ﹤0.01% | 2893 |
|
|
2019
Q4 | $286K | Sell |
15,858
-553
| -3% | -$9.54K | ﹤0.01% | 2758 |
|
|
2019
Q3 | $283K | Buy |
16,411
+993
| +6% | +$16.8K | ﹤0.01% | 2692 |
|
|
2019
Q2 | $256K | Sell |
15,418
-2,942
| -16% | -$49K | ﹤0.01% | 2772 |
|
|
2019
Q1 | $312K | Buy |
18,360
+5,470
| +42% | +$93.5K | ﹤0.01% | 2579 |
|
|
2018
Q4 | $199K | Buy |
+12,890
| New | +$219K | ﹤0.01% | 2704 |
|
|
2018
Q3 | – | Sell |
-4,888
| Closed | -$76K | – | 1983 |
|
|
2018
Q2 | $76K | Buy |
4,888
+19
| +0.4% | +$286 | ﹤0.01% | 2063 |
|
|
2018
Q1 | $73K | Buy |
4,869
+373
| +8% | +$5.46K | ﹤0.01% | 2015 |
|
|
2017
Q4 | $61K | Buy |
4,496
+1,282
| +40% | +$17.5K | ﹤0.01% | 2258 |
|
|
2017
Q3 | $44K | Sell |
3,214
-94
| -3% | -$1.26K | ﹤0.01% | 2317 |
|
|
2017
Q2 | $45K | Buy |
3,308
+71
| +2% | +$1.02K | ﹤0.01% | 2385 |
|
|
2017
Q1 | $47K | Buy |
3,237
+170
| +6% | +$2.39K | ﹤0.01% | 2437 |
|
|
2016
Q4 | $42K | Sell |
3,067
-24
| -0.8% | -$321 | ﹤0.01% | 2501 |
|
|
2016
Q3 | $41K | Buy |
3,091
+229
| +8% | +$2.95K | ﹤0.01% | 2663 |
|
|
2016
Q2 | $35K | Buy |
2,862
+807
| +39% | +$9.7K | ﹤0.01% | 2846 |
|
|
2016
Q1 | $25K | Buy |
2,055
+225
| +12% | +$2.49K | ﹤0.01% | 2927 |
|
|
2015
Q4 | $23K | Sell |
1,830
-497
| -21% | -$5.75K | ﹤0.01% | 2871 |
|
|
2015
Q3 | $27K | Buy |
+2,327
| New | +$29.4K | ﹤0.01% | 2850 |
|
Other funds holding LADR
VPM
VCM