Corient Private Wealth’s Lemonade LMND Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$315K	Buy	+7,190	New	+$315K	﹤0.01%	2046
2025 Q1	–	Sell	-10,060	Closed	-$369K	–	2371
2024 Q4	$369K	Sell	10,060 -3,991	-28%	-$146K	﹤0.01%	1784
2024 Q3	$232K	Buy	+14,051	New	+$232K	﹤0.01%	2121