Avior Wealth Management’s Lemonade LMND Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,100
Closed -$40.3K 1650
2024
Q4
$40.3K Buy
+1,100
New +$40.3K ﹤0.01% 1212
2024
Q3
Sell
-346
Closed -$5.71K 2377
2024
Q2
$5.71K Sell
346
-10
-3% -$165 ﹤0.01% 1684
2024
Q1
$5.84K Buy
356
+91
+34% +$1.49K ﹤0.01% 2038
2023
Q4
$4.27K Sell
265
-66
-20% -$1.06K ﹤0.01% 1189
2023
Q3
$3.85K Hold
331
﹤0.01% 1267
2023
Q2
$5.58K Sell
331
-75
-18% -$1.26K ﹤0.01% 1138
2023
Q1
$5.79K Buy
406
+331
+441% +$4.72K ﹤0.01% 1158
2022
Q4
$1.03K Hold
75
﹤0.01% 1119
2022
Q3
$1K Hold
75
﹤0.01% 1091
2022
Q2
$1K Hold
75
﹤0.01% 1003
2022
Q1
$1K Hold
75
﹤0.01% 1040
2021
Q4
$3K Sell
75
-28
-27% -$1.12K ﹤0.01% 940
2021
Q3
$6K Sell
103
-2
-2% -$117 ﹤0.01% 830
2021
Q2
$11K Hold
105
﹤0.01% 735
2021
Q1
$9K Buy
+105
New +$9K ﹤0.01% 771