United Capital Financial Advisors’s loanDepot LDI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$18.5K	Sell	14,528 -4,052	-22%	-$5.15K	﹤0.01%	1080
2025 Q1	$22.1K	Hold	18,580	–	–	﹤0.01%	1051
2024 Q4	$37.9K	Hold	18,580	–	–	﹤0.01%	1047
2024 Q3	$50.7K	Buy	18,580 +4,771	+35%	+$13K	﹤0.01%	1039
2024 Q2	$22.8K	Buy	+13,809	New	+$22.8K	﹤0.01%	1020