Allworth Financial’s Lemonade LMND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.8K | Buy |
406
+355
| +696% | +$15.6K | ﹤0.01% | 2592 |
|
|
2025
Q1 | $1.5K | Buy |
51
+2
| +4% | +$59 | ﹤0.01% | 3313 |
|
|
2024
Q4 | $1.55K | Buy |
49
+13
| +36% | +$412 | ﹤0.01% | 3238 |
|
|
2024
Q3 | $590 | Sell |
36
-67
| -65% | -$1.1K | ﹤0.01% | 3376 |
|
|
2024
Q2 | $2.27K | Buy |
103
+16
| +18% | +$353 | ﹤0.01% | 2868 |
|
|
2024
Q1 | $1.43K | Buy |
87
+10
| +13% | +$164 | ﹤0.01% | 2952 |
|
|
2023
Q4 | $1.24K | Buy |
+77
| New | +$1.24K | ﹤0.01% | 2881 |
|
|
2023
Q3 | – | Sell |
-17
| Closed | -$287 | – | 3496 |
|
|
2023
Q2 | $287 | Sell |
17
-40
| -70% | -$675 | ﹤0.01% | 3029 |
|
|
2023
Q1 | $813 | Hold |
57
| – | – | ﹤0.01% | 2746 |
|
|
2022
Q4 | $780 | Buy |
57
+10
| +21% | +$137 | ﹤0.01% | 2540 |
|
|
2022
Q3 | $1K | Hold |
47
| – | – | ﹤0.01% | 2425 |
|
|
2022
Q2 | $1K | Sell |
47
-18
| -28% | -$383 | ﹤0.01% | 2189 |
|
|
2022
Q1 | $2K | Buy |
65
+21
| +48% | +$646 | ﹤0.01% | 1802 |
|
|
2021
Q4 | $2K | Buy |
44
+40
| +1,000% | +$1.82K | ﹤0.01% | 1729 |
|
|
2021
Q3 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1934 |
|
|
2021
Q2 | – | Sell |
-80
| Closed | -$7K | – | 1620 |
|
|
2021
Q1 | $7K | Buy |
+80
| New | +$7K | ﹤0.01% | 1061 |
|