Concourse Financial Group Securities’s LendingClub LC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Hold
0
4625
2024
Q4
Hold
0
5684
2024
Q3
Hold
0
5673
2024
Q2
Hold
0
5701
2024
Q1
Hold
0
5707
2023
Q4
Hold
0
5649
2023
Q3
Hold
0
5537
2023
Q2
Sell
-5,158
Closed -$37.2K 5422
2023
Q1
$37.2K Hold
5,158
﹤0.01% 1215
2022
Q4
$45.4K Hold
5,158
﹤0.01% 1123
2022
Q3
$57K Hold
5,158
0.01% 908
2022
Q2
$60K Hold
5,158
0.01% 1013
2022
Q1
$81K Hold
5,158
0.01% 948
2021
Q4
$125K Buy
+5,158
New +$125K 0.01% 900
2021
Q3
Hold
0
4858
2021
Q2
Hold
0
4708
2021
Q1
Hold
0
4578
2020
Q4
Hold
0
4460
2020
Q3
Hold
0
4279
2020
Q2
Hold
0
4164
2020
Q1
Hold
0
4162
2019
Q4
Hold
0
4112
2019
Q3
Hold
0
3883
2019
Q2
Hold
0
4104
2019
Q1
Hold
0
4045
2018
Q4
Hold
0
3926
2018
Q3
Hold
0
3615