Principal Financial Group’s LendingClub LC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-10,713
| Closed | -$90.6K | – | 2324 |
|
2024
Q2 | $90.6K | Sell |
10,713
-1,588
| -13% | -$13.4K | ﹤0.01% | 2228 |
|
2024
Q1 | $108K | Sell |
12,301
-1,217
| -9% | -$10.7K | ﹤0.01% | 2264 |
|
2023
Q4 | $118K | Sell |
13,518
-2,243
| -14% | -$19.6K | ﹤0.01% | 2247 |
|
2023
Q3 | $96.1K | Buy |
15,761
+4,455
| +39% | +$27.2K | ﹤0.01% | 2289 |
|
2023
Q2 | $110K | Sell |
11,306
-819
| -7% | -$7.99K | ﹤0.01% | 2278 |
|
2023
Q1 | $87.4K | Buy |
+12,125
| New | +$87.4K | ﹤0.01% | 2315 |
|
2022
Q4 | – | Sell |
-10,813
| Closed | -$119K | – | 2501 |
|
2022
Q3 | $119K | Buy |
+10,813
| New | +$119K | ﹤0.01% | 2299 |
|
2022
Q1 | – | Sell |
-8,559
| Closed | -$207K | – | 2578 |
|
2021
Q4 | $207K | Buy |
8,559
+266
| +3% | +$6.43K | ﹤0.01% | 2354 |
|
2021
Q3 | $234K | Sell |
8,293
-2,842
| -26% | -$80.2K | ﹤0.01% | 2387 |
|
2021
Q2 | $202K | Buy |
+11,135
| New | +$202K | ﹤0.01% | 2478 |
|
2019
Q3 | – | Sell |
-3,575
| Closed | -$59K | – | 2257 |
|
2019
Q2 | $59K | Sell |
3,575
-793
| -18% | -$13.1K | ﹤0.01% | 2201 |
|
2019
Q1 | $67K | Sell |
4,368
-1,206
| -22% | -$18.5K | ﹤0.01% | 2171 |
|
2018
Q4 | $73K | Sell |
5,574
-364
| -6% | -$4.77K | ﹤0.01% | 2184 |
|
2018
Q3 | $115K | Sell |
5,938
-547
| -8% | -$10.6K | ﹤0.01% | 2222 |
|
2018
Q2 | $123K | Sell |
6,485
-334
| -5% | -$6.34K | ﹤0.01% | 2209 |
|
2018
Q1 | $119K | Sell |
6,819
-605
| -8% | -$10.6K | ﹤0.01% | 2147 |
|
2017
Q4 | $153K | Hold |
7,424
| – | – | ﹤0.01% | 2160 |
|
2017
Q3 | $226K | Sell |
7,424
-1,343
| -15% | -$40.9K | ﹤0.01% | 2086 |
|
2017
Q2 | $242K | Buy |
8,767
+315
| +4% | +$8.7K | ﹤0.01% | 2098 |
|
2017
Q1 | $232K | Sell |
8,452
-550
| -6% | -$15.1K | ﹤0.01% | 2068 |
|
2016
Q4 | $236K | Buy |
9,002
+87
| +1% | +$2.28K | ﹤0.01% | 2067 |
|
2016
Q3 | $275K | Buy |
8,915
+3,745
| +72% | +$116K | ﹤0.01% | 1965 |
|
2016
Q2 | $111K | Buy |
+5,170
| New | +$111K | ﹤0.01% | 2080 |
|
2015
Q1 | – | Sell |
-14,000
| Closed | -$1.77M | – | 2182 |
|
2014
Q4 | $1.77M | Buy |
+14,000
| New | +$1.77M | ﹤0.01% | 1703 |
|