GIM
Grassi Investment Management’s LendingClub LC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $282K | Sell |
23,400
-3,000
| -11% | -$36.2K | 0.02% | 114 |
|
|
2025
Q1 | $272K | Sell |
26,400
-22,200
| -46% | -$229K | 0.03% | 112 |
|
|
2024
Q4 | $787K | Sell |
48,600
-27,350
| -36% | -$443K | 0.07% | 81 |
|
|
2024
Q3 | $868K | Sell |
75,950
-20,600
| -21% | -$235K | 0.08% | 81 |
|
|
2024
Q2 | $817K | Sell |
96,550
-20,500
| -18% | -$173K | 0.07% | 81 |
|
|
2024
Q1 | $1.03M | Sell |
117,050
-20,000
| -15% | -$176K | 0.09% | 71 |
|
|
2023
Q4 | $1.2M | Buy |
137,050
+10,100
| +8% | +$88.3K | 0.13% | 66 |
|
|
2023
Q3 | $774K | Buy |
126,950
+5,000
| +4% | +$30.5K | 0.09% | 83 |
|
|
2023
Q2 | $1.19M | Buy |
121,950
+10,800
| +10% | +$105K | 0.13% | 70 |
|
|
2023
Q1 | $801K | Sell |
111,150
-2,500
| -2% | -$18K | 0.1% | 81 |
|
|
2022
Q4 | $1M | Sell |
113,650
-47,300
| -29% | -$416K | 0.13% | 73 |
|
|
2022
Q3 | $1.78M | Sell |
160,950
-10,300
| -6% | -$114K | 0.26% | 70 |
|
|
2022
Q2 | $2M | Buy |
171,250
+47,475
| +38% | +$555K | 0.26% | 71 |
|
|
2022
Q1 | $1.95M | Buy |
123,775
+14,775
| +14% | +$233K | 0.2% | 74 |
|
|
2021
Q4 | $2.64M | Buy |
109,000
+4,500
| +4% | +$109K | 0.26% | 69 |
|
|
2021
Q3 | $2.95M | Buy |
104,500
+21,250
| +26% | +$600K | 0.33% | 65 |
|
|
2021
Q2 | $1.51M | Buy |
83,250
+14,750
| +22% | +$267K | 0.16% | 78 |
|
|
2021
Q1 | $1.13M | Buy |
68,500
+48,500
| +243% | +$801K | 0.13% | 81 |
|
|
2020
Q4 | $211K | Buy |
+20,000
| New | +$211K | 0.03% | 127 |
|