Stockman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-20,168
| Closed | -$234K | – | 175 |
|
|
2024
Q3 | $234K | Hold |
20,168
| – | – | 0.04% | 162 |
|
|
2024
Q2 | $228K | Hold |
20,168
| – | – | 0.04% | 157 |
|
|
2024
Q1 | $224K | Hold |
20,168
| – | – | 0.04% | 162 |
|
|
2023
Q4 | $232K | Hold |
20,168
| – | – | 0.05% | 156 |
|
|
2023
Q3 | $207K | Sell |
20,168
-3,017
| -13% | -$31K | 0.05% | 173 |
|
|
2023
Q2 | $252K | Sell |
23,185
-9,515
| -29% | -$103K | 0.05% | 165 |
|
|
2023
Q1 | $309K | Sell |
32,700
-1,500
| -4% | -$14.2K | 0.07% | 152 |
|
|
2022
Q4 | $343K | Sell |
34,200
-6,653
| -16% | -$66.8K | 0.08% | 137 |
|
|
2022
Q3 | $366K | Hold |
40,853
| – | – | 0.1% | 116 |
|
|
2022
Q2 | $431K | Buy |
40,853
+583
| +1% | +$6.15K | 0.11% | 108 |
|
|
2022
Q1 | $478K | Hold |
40,270
| – | – | 0.1% | 111 |
|
|
2021
Q4 | $483K | Hold |
40,270
| – | – | 0.1% | 121 |
|
|
2021
Q3 | $445K | Buy |
40,270
+983
| +3% | +$10.9K | 0.1% | 124 |
|
|
2021
Q2 | $453K | Sell |
39,287
-16,550
| -30% | -$191K | 0.11% | 122 |
|
|
2021
Q1 | $659K | Buy |
55,837
+18,150
| +48% | +$214K | 0.18% | 84 |
|
|
2020
Q4 | $369K | Sell |
37,687
-122
| -0.3% | -$1.2K | 0.11% | 117 |
|
|
2020
Q3 | $269K | Sell |
37,809
-302
| -0.8% | -$2.15K | 0.1% | 128 |
|
|
2020
Q2 | $309K | Hold |
38,111
| – | – | 0.12% | 115 |
|
|
2020
Q1 | $181K | Buy |
38,111
+1,200
| +3% | +$5.7K | 0.08% | 137 |
|
|
2019
Q4 | $666K | Hold |
36,911
| – | – | 0.24% | 77 |
|
|
2019
Q3 | $637K | Hold |
36,911
| – | – | 0.24% | 77 |
|
|
2019
Q2 | $613K | Hold |
36,911
| – | – | 0.25% | 74 |
|
|
2019
Q1 | $628K | Buy |
36,911
+611
| +2% | +$10.4K | 0.27% | 68 |
|
|
2018
Q4 | $562K | Buy |
36,300
+9,000
| +33% | +$139K | 0.27% | 71 |
|
|
2018
Q3 | $462K | Buy |
27,300
+4,200
| +18% | +$71.1K | 0.2% | 92 |
|
|
2018
Q2 | $361K | Buy |
23,100
+7,700
| +50% | +$120K | 0.17% | 98 |
|
|
2018
Q1 | $232K | Hold |
15,400
| – | – | 0.11% | 128 |
|
|
2017
Q4 | $210K | Buy |
+15,400
| New | +$210K | 0.09% | 137 |
|