Creative Planning’s LendingClub LC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $451K | Sell |
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|
2025
Q1 | $398K | Buy |
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|
2024
Q4 | $557K | Buy |
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|
2024
Q3 | $385K | Buy |
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|
2024
Q2 | $237K | Buy |
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|
2024
Q1 | $111K | Buy |
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|
2023
Q4 | $95.1K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $145K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $265K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $6K | Sell |
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|
2017
Q1 | $11K | Buy |
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|
2016
Q4 | $5K | Sell |
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|
2016
Q3 | $9K | Sell |
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|
2016
Q2 | $11K | Buy |
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|
2016
Q1 | $12K | Hold |
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|
2015
Q4 | $16K | Sell |
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|
2015
Q3 | $25K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $37K | Sell |
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|
2014
Q4 | $58K | Buy |
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