Envestnet Asset Management
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Envestnet Asset Management’s loanDepot LDI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$53.7K Sell
42,269
-14,125
-25% -$17.9K ﹤0.01% 4386
2025
Q1
$67.1K Buy
56,394
+14,043
+33% +$16.7K ﹤0.01% 4278
2024
Q4
$86.4K Sell
42,351
-12,239
-22% -$25K ﹤0.01% 4223
2024
Q3
$149K Buy
54,590
+12,047
+28% +$32.9K ﹤0.01% 4067
2024
Q2
$70.2K Buy
42,543
+16,968
+66% +$28K ﹤0.01% 4087
2024
Q1
$66.2K Buy
25,575
+11,106
+77% +$28.8K ﹤0.01% 4091
2023
Q4
$50.9K Buy
+14,469
New +$50.9K ﹤0.01% 3984
2023
Q2
Sell
-21,349
Closed -$23.4K 4029
2023
Q1
$23.4K Sell
21,349
-51,866
-71% -$56.9K ﹤0.01% 3915
2022
Q4
$121K Buy
73,215
+6,227
+9% +$10.3K ﹤0.01% 3780
2022
Q3
$88K Buy
66,988
+44,213
+194% +$58.1K ﹤0.01% 3756
2022
Q2
$33K Buy
+22,775
New +$33K ﹤0.01% 3855