Geode Capital Management’s LM Funding America LMFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $190K | Buy |
66,577
+2,528
| +4% | +$7.21K | ﹤0.01% | 3890 |
|
|
2025
Q1 | $79.5K | Buy |
64,049
+12,240
| +24% | +$15.2K | ﹤0.01% | 4092 |
|
|
2024
Q4 | $112K | Buy |
51,809
+7,978
| +18% | +$17.2K | ﹤0.01% | 4071 |
|
|
2024
Q3 | $117K | Sell |
43,831
-1,009
| -2% | -$2.69K | ﹤0.01% | 4058 |
|
|
2024
Q2 | $182K | Buy |
44,840
+2,377
| +6% | +$9.64K | ﹤0.01% | 3949 |
|
|
2024
Q1 | $156K | Sell |
42,463
-168,263
| -80% | -$617K | ﹤0.01% | 4019 |
|
|
2023
Q4 | $130K | Buy |
210,726
+3,097
| +1% | +$1.91K | ﹤0.01% | 4093 |
|
|
2023
Q3 | $101K | Buy |
207,629
+24,143
| +13% | +$11.8K | ﹤0.01% | 4245 |
|
|
2023
Q2 | $131K | Buy |
183,486
+931
| +0.5% | +$665 | ﹤0.01% | 4226 |
|
|
2023
Q1 | $142K | Buy |
182,555
+2,156
| +1% | +$1.68K | ﹤0.01% | 4196 |
|
|
2022
Q4 | $99K | Buy |
180,399
+1,251
| +0.7% | +$687 | ﹤0.01% | 4405 |
|
|
2022
Q3 | $173K | Buy |
179,148
+3,969
| +2% | +$3.83K | ﹤0.01% | 4294 |
|
|
2022
Q2 | $142K | Buy |
175,179
+1,568
| +0.9% | +$1.27K | ﹤0.01% | 4432 |
|
|
2022
Q1 | $496K | Buy |
173,611
+9,257
| +6% | +$26.4K | ﹤0.01% | 3934 |
|
|
2021
Q4 | $798K | Buy |
164,354
+20,252
| +14% | +$98.3K | ﹤0.01% | 3817 |
|
|
2021
Q3 | $589K | Buy |
144,102
+105,718
| +275% | +$432K | ﹤0.01% | 3954 |
|
|
2021
Q2 | $164K | Sell |
38,384
-120,675
| -76% | -$516K | ﹤0.01% | 4411 |
|
|
2021
Q1 | $205K | Buy |
159,059
+128,665
| +423% | +$166K | ﹤0.01% | 4109 |
|
|
2020
Q4 | $20K | Hold |
30,394
| – | – | ﹤0.01% | 4248 |
|
|
2020
Q3 | $19K | Hold |
30,394
| – | – | ﹤0.01% | 4121 |
|
|
2020
Q2 | $41K | Hold |
30,394
| – | – | ﹤0.01% | 4004 |
|
|
2020
Q1 | $16K | Hold |
30,394
| – | – | ﹤0.01% | 4050 |
|
|
2019
Q4 | $23K | Hold |
30,394
| – | – | ﹤0.01% | 4146 |
|
|
2019
Q3 | $27K | Hold |
30,394
| – | – | ﹤0.01% | 4119 |
|
|
2019
Q2 | $36K | Hold |
30,394
| – | – | ﹤0.01% | 4111 |
|
|
2019
Q1 | $41K | Hold |
30,394
| – | – | ﹤0.01% | 4044 |
|
|
2018
Q4 | $35K | Buy |
+30,394
| New | +$35K | ﹤0.01% | 4041 |
|