CAPTRUST Financial Advisors’s Lemonade LMND Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$328K Buy
2022
Q3
Sell
2022
Q2
$35K Buy
2022
Q1
$26K Buy
2021
Q4
$41K Sell
2021
Q3
$130K Buy
2021
Q2
$159K Sell
2021
Q1
$138K Buy
2020
Q4
$96K Buy
2020
Q3
$13K Buy