Stifel Financial’s LendingClub LC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-10,645
| Closed | -$104K | – | 3354 |
|
|
2023
Q2 | $104K | Sell |
10,645
-2,449
| -19% | -$23.9K | ﹤0.01% | 3173 |
|
|
2023
Q1 | $94.4K | Sell |
13,094
-11,389
| -47% | -$82.1K | ﹤0.01% | 3185 |
|
|
2022
Q4 | $215K | Sell |
24,483
-358
| -1% | -$3.15K | ﹤0.01% | 2943 |
|
|
2022
Q3 | $274K | Sell |
24,841
-6,848
| -22% | -$75.5K | ﹤0.01% | 2773 |
|
|
2022
Q2 | $370K | Buy |
31,689
+1,080
| +4% | +$12.6K | ﹤0.01% | 2633 |
|
|
2022
Q1 | $483K | Buy |
30,609
+9,808
| +47% | +$155K | ﹤0.01% | 2600 |
|
|
2021
Q4 | $503K | Buy |
20,801
+7,250
| +54% | +$175K | ﹤0.01% | 2584 |
|
|
2021
Q3 | $383K | Sell |
13,551
-697
| -5% | -$19.7K | ﹤0.01% | 2739 |
|
|
2021
Q2 | $258K | Hold |
14,248
| – | – | ﹤0.01% | 2995 |
|
|
2021
Q1 | $235K | Hold |
14,248
| – | – | ﹤0.01% | 2931 |
|
|
2020
Q4 | $150K | Sell |
14,248
-3,798
| -21% | -$40K | ﹤0.01% | 2878 |
|
|
2020
Q3 | $85K | Sell |
18,046
-13,783
| -43% | -$64.9K | ﹤0.01% | 2772 |
|
|
2020
Q2 | $145K | Buy |
31,829
+19,793
| +164% | +$90.2K | ﹤0.01% | 2655 |
|
|
2020
Q1 | $91K | Buy |
+12,036
| New | +$91K | ﹤0.01% | 2605 |
|
|
2019
Q3 | – | Sell |
-5,521
| Closed | -$92K | – | 2921 |
|
|
2019
Q2 | $92K | Buy |
5,521
+2,884
| +109% | +$48.1K | ﹤0.01% | 2828 |
|
|
2019
Q1 | $41K | Buy |
+2,637
| New | +$41K | ﹤0.01% | 2753 |
|
|
2018
Q2 | – | Sell |
-2,426
| Closed | -$42K | – | 2761 |
|
|
2018
Q1 | $42K | Buy |
+2,426
| New | +$42K | ﹤0.01% | 2638 |
|