Grassi Investment Management’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 | $282K | Sell |
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|
2025
Q1 | $272K | Sell |
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|
2024
Q4 | $787K | Sell |
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|
2024
Q3 | $868K | Sell |
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|
2024
Q2 | $817K | Sell |
|
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|
2024
Q1 | $1.03M | Sell |
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|
2023
Q4 | $1.2M | Buy |
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|
2023
Q3 | $774K | Buy |
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|
2023
Q2 | $1.19M | Buy |
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|
2023
Q1 | $801K | Sell |
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|
2022
Q4 | $1M | Sell |
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|
2022
Q3 | $1.78M | Sell |
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|
2022
Q2 | $2M | Buy |
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|
2022
Q1 | $1.95M | Buy |
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|
2021
Q4 | $2.64M | Buy |
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|
2021
Q3 | $2.95M | Buy |
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|
2021
Q2 | $1.51M | Buy |
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|
2021
Q1 | $1.13M | Buy |
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|
2020
Q4 | $211K | Buy |
|