Charles Schwab’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 | $32.4M | Sell |
517,347
-4,910
| -0.9% | -$340K | 0.01% | 1457 |
|
|
2025
Q4 | $37.2M | Buy |
522,257
+13,114
| +3% | +$881K | 0.01% | 1348 |
|
|
2025
Q3 | $27.3M | Buy |
509,143
+44,811
| +10% | +$2.19M | ﹤0.01% | 1544 |
|
|
2025
Q2 | $20.3M | Buy |
464,332
+22,094
| +5% | +$736K | ﹤0.01% | 1664 |
|
|
2025
Q1 | $13.9M | Sell |
442,238
-9,926
| -2% | -$342K | ﹤0.01% | 1805 |
|
|
2024
Q4 | $16.6M | Buy |
452,164
+3,867
| +0.9% | +$123K | ﹤0.01% | 1789 |
|
|
2024
Q3 | $7.39M | Sell |
448,297
-32,329
| -7% | -$593K | ﹤0.01% | 2180 |
|
|
2024
Q2 | $7.93M | Buy |
480,626
+11,722
| +2% | +$196K | ﹤0.01% | 2150 |
|
|
2024
Q1 | $7.69M | Buy |
468,904
+9,080
| +2% | +$153K | ﹤0.01% | 2117 |
|
|
2023
Q4 | $7.42M | Buy |
459,824
+6,809
| +2% | +$103K | ﹤0.01% | 2144 |
|
|
2023
Q3 | $5.26M | Buy |
453,015
+100,872
| +29% | +$1.62M | ﹤0.01% | 2228 |
|
|
2023
Q2 | $5.93M | Buy |
352,143
+10,192
| +3% | +$159K | ﹤0.01% | 2168 |
|
|
2023
Q1 | $4.88M | Buy |
341,951
+5,721
| +2% | +$87K | ﹤0.01% | 2211 |
|
|
2022
Q4 | $4.6M | Buy |
336,230
+7,557
| +2% | +$149K | ﹤0.01% | 2256 |
|
|
2022
Q3 | $6.96M | Buy |
328,673
+55,636
| +20% | +$1.26M | ﹤0.01% | 2043 |
|
|
2022
Q2 | $4.99M | Buy |
273,037
+76,555
| +39% | +$1.61M | ﹤0.01% | 2186 |
|
|
2022
Q1 | $5.18M | Buy |
196,482
+5,176
| +3% | +$147K | ﹤0.01% | 2260 |
|
|
2021
Q4 | $8.06M | Buy |
191,306
+3,899
| +2% | +$219K | ﹤0.01% | 2116 |
|
|
2021
Q3 | $12.6M | Buy |
187,407
+92,327
| +97% | +$7.44M | ﹤0.01% | 1873 |
|
|
2021
Q2 | $10.4M | Buy |
95,080
+2,810
| +3% | +$255K | ﹤0.01% | 1980 |
|
|
2021
Q1 | $8.59M | Buy |
92,270
+35,055
| +61% | +$4.53M | ﹤0.01% | 2044 |
|
|
2020
Q4 | $7.01M | Buy |
57,215
+1,567
| +3% | +$116K | ﹤0.01% | 2059 |
|
|
2020
Q3 | $2.77M | Buy |
+55,648
| New | +$3.49M | ﹤0.01% | 2376 |
|
Other funds holding LMND
VCM
VPM
