Creative Planning’s LendingClub LC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $451K | Sell |
37,499
-1,022
| -3% | -$12.3K | ﹤0.01% | 2549 |
|
|
2025
Q1 | $398K | Buy |
38,521
+4,134
| +12% | +$42.7K | ﹤0.01% | 2497 |
|
|
2024
Q4 | $557K | Buy |
34,387
+692
| +2% | +$11.2K | ﹤0.01% | 2119 |
|
|
2024
Q3 | $385K | Buy |
33,695
+5,695
| +20% | +$65.1K | ﹤0.01% | 2327 |
|
|
2024
Q2 | $237K | Buy |
28,000
+15,330
| +121% | +$130K | ﹤0.01% | 2537 |
|
|
2024
Q1 | $111K | Buy |
12,670
+1,787
| +16% | +$15.7K | ﹤0.01% | 2676 |
|
|
2023
Q4 | $95.1K | Buy |
+10,883
| New | +$95.1K | ﹤0.01% | 2563 |
|
|
2023
Q3 | – | Sell |
-14,904
| Closed | -$145K | – | 2868 |
|
|
2023
Q2 | $145K | Buy |
+14,904
| New | +$145K | ﹤0.01% | 2274 |
|
|
2021
Q2 | – | Sell |
-16,029
| Closed | -$265K | – | 2185 |
|
|
2021
Q1 | $265K | Buy |
+16,029
| New | +$265K | ﹤0.01% | 1838 |
|
|
2017
Q3 | – | Sell |
-200
| Closed | -$6K | – | 2820 |
|
|
2017
Q2 | $6K | Sell |
200
-200
| -50% | -$6K | ﹤0.01% | 3858 |
|
|
2017
Q1 | $11K | Buy |
400
+200
| +100% | +$5.5K | ﹤0.01% | 3484 |
|
|
2016
Q4 | $5K | Sell |
200
-100
| -33% | -$2.5K | ﹤0.01% | 3873 |
|
|
2016
Q3 | $9K | Sell |
300
-220
| -42% | -$6.6K | ﹤0.01% | 3515 |
|
|
2016
Q2 | $11K | Buy |
520
+224
| +76% | +$4.74K | ﹤0.01% | 3140 |
|
|
2016
Q1 | $12K | Hold |
296
| – | – | ﹤0.01% | 3081 |
|
|
2015
Q4 | $16K | Sell |
296
-80
| -21% | -$4.32K | ﹤0.01% | 2951 |
|
|
2015
Q3 | $25K | Buy |
+376
| New | +$25K | ﹤0.01% | 2539 |
|
|
2015
Q2 | – | Sell |
-376
| Closed | -$37K | – | 2047 |
|
|
2015
Q1 | $37K | Sell |
376
-80
| -18% | -$7.87K | ﹤0.01% | 2216 |
|
|
2014
Q4 | $58K | Buy |
+456
| New | +$58K | ﹤0.01% | 1889 |
|