HB Wealth Management’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 | $178K | Sell |
16,541
-1,163
| -7% | -$12.5K | ﹤0.01% | 1097 |
|
2025
Q1 | $202K | Buy |
17,704
+693
| +4% | +$7.91K | ﹤0.01% | 1113 |
|
2024
Q4 | $191K | Buy |
17,011
+2,011
| +13% | +$22.6K | ﹤0.01% | 974 |
|
2024
Q3 | $174K | Hold |
15,000
| – | – | ﹤0.01% | 896 |
|
2024
Q2 | $169K | Hold |
15,000
| – | – | ﹤0.01% | 844 |
|
2024
Q1 | $167K | Buy |
15,000
+1,000
| +7% | +$11.1K | ﹤0.01% | 803 |
|
2023
Q4 | $161K | Buy |
14,000
+935
| +7% | +$10.8K | ﹤0.01% | 755 |
|
2023
Q3 | $134K | Hold |
13,065
| – | – | ﹤0.01% | 733 |
|
2023
Q2 | $142K | Buy |
13,065
+995
| +8% | +$10.8K | ﹤0.01% | 700 |
|
2023
Q1 | $114K | Buy |
12,070
+50
| +0.4% | +$473 | ﹤0.01% | 692 |
|
2022
Q4 | $121K | Buy |
+12,020
| New | +$121K | ﹤0.01% | 660 |
|