Clearstead 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 | $11K | Hold |
251
| – | – | ﹤0.01% | 1853 |
|
|
2025
Q1 | $7.89K | Sell |
251
-53
| -17% | -$1.67K | ﹤0.01% | 1668 |
|
|
2024
Q4 | $11.2K | Buy |
304
+53
| +21% | +$1.94K | ﹤0.01% | 1542 |
|
|
2024
Q3 | $4.14K | Hold |
251
| – | – | ﹤0.01% | 1739 |
|
|
2024
Q2 | $4.14K | Hold |
251
| – | – | ﹤0.01% | 1712 |
|
|
2024
Q1 | $4.68K | Buy |
251
+6
| +2% | +$112 | ﹤0.01% | 1188 |
|
|
2023
Q4 | $3.95K | Sell |
245
-245
| -50% | -$3.95K | ﹤0.01% | 1191 |
|
|
2023
Q3 | $5.69K | Buy |
490
+245
| +100% | +$2.85K | ﹤0.01% | 1213 |
|
|
2023
Q2 | $4.13K | Hold |
245
| – | – | ﹤0.01% | 1068 |
|
|
2023
Q1 | $3.49K | Hold |
245
| – | – | ﹤0.01% | 1062 |
|
|
2022
Q4 | $3.35K | Hold |
245
| – | – | ﹤0.01% | 1026 |
|
|
2022
Q3 | $5K | Hold |
245
| – | – | ﹤0.01% | 974 |
|
|
2022
Q2 | $4K | Buy |
245
+195
| +390% | +$3.18K | ﹤0.01% | 1029 |
|
|
2022
Q1 | $1K | Hold |
50
| – | – | ﹤0.01% | 1299 |
|
|
2021
Q4 | $2K | Buy |
50
+35
| +233% | +$1.4K | ﹤0.01% | 1111 |
|
|
2021
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 1216 |
|
|
2021
Q2 | $2K | Sell |
15
-308
| -95% | -$41.1K | ﹤0.01% | 1054 |
|
|
2021
Q1 | $30K | Buy |
323
+308
| +2,053% | +$28.6K | ﹤0.01% | 609 |
|
|
2020
Q4 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 890 |
|