CAPTRUST Financial Advisors’s Lemonade LMND Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-1,909
Closed -$35K 3175
2022
Q2
$35K Buy
1,909
+913
+92% +$16.7K ﹤0.01% 3013
2022
Q1
$26K Buy
996
+32
+3% +$835 ﹤0.01% 3234
2021
Q4
$41K Sell
964
-980
-50% -$41.7K ﹤0.01% 2811
2021
Q3
$130K Buy
1,944
+489
+34% +$32.7K ﹤0.01% 1865
2021
Q2
$159K Sell
1,455
-27
-2% -$2.95K ﹤0.01% 1680
2021
Q1
$138K Buy
1,482
+701
+90% +$65.3K ﹤0.01% 1743
2020
Q4
$96K Buy
781
+536
+219% +$65.9K ﹤0.01% 1524
2020
Q3
$13K Buy
+245
New +$13K ﹤0.01% 2177