Cambridge Investment Research Advisors’s Lemonade LMND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $304K | Buy |
+6,944
| New | +$304K | ﹤0.01% | 2967 |
|
|
2025
Q1 | – | Sell |
-6,322
| Closed | -$232K | – | 3576 |
|
|
2024
Q4 | $232K | Buy |
+6,322
| New | +$232K | ﹤0.01% | 3065 |
|
|
2024
Q1 | – | Sell |
-10,527
| Closed | -$170K | – | 3370 |
|
|
2023
Q4 | $170K | Buy |
+10,527
| New | +$170K | ﹤0.01% | 2943 |
|
|
2022
Q4 | – | Sell |
-12,993
| Closed | -$275K | – | 3168 |
|
|
2022
Q3 | $275K | Buy |
12,993
+2,308
| +22% | +$48.8K | ﹤0.01% | 2438 |
|
|
2022
Q2 | $195K | Buy |
10,685
+620
| +6% | +$11.3K | ﹤0.01% | 2726 |
|
|
2022
Q1 | $265K | Sell |
10,065
-3,293
| -25% | -$86.7K | ﹤0.01% | 2649 |
|
|
2021
Q4 | $563K | Sell |
13,358
-1,736
| -12% | -$73.2K | ﹤0.01% | 2008 |
|
|
2021
Q3 | $1.01M | Sell |
15,094
-276
| -2% | -$18.5K | 0.01% | 1513 |
|
|
2021
Q2 | $1.68M | Buy |
+15,370
| New | +$1.68M | 0.01% | 1211 |
|
|
2021
Q1 | – | Sell |
-3,518
| Closed | -$431K | – | 2943 |
|
|
2020
Q4 | $431K | Buy |
+3,518
| New | +$431K | ﹤0.01% | 1873 |
|