Creative Planning’s Lemonade LMND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $707K | Buy |
16,135
+6,867
| +74% | +$301K | ﹤0.01% | 2144 |
|
|
2025
Q1 | $291K | Buy |
9,268
+1,297
| +16% | +$40.8K | ﹤0.01% | 2773 |
|
|
2024
Q4 | $292K | Buy |
+7,971
| New | +$292K | ﹤0.01% | 2679 |
|
|
2023
Q4 | – | Sell |
-11,004
| Closed | -$128K | – | 2880 |
|
|
2023
Q3 | $128K | Buy |
+11,004
| New | +$128K | ﹤0.01% | 2340 |
|
|
2022
Q4 | – | Sell |
-21,924
| Closed | -$464K | – | 2435 |
|
|
2022
Q3 | $464K | Buy |
21,924
+4,811
| +28% | +$102K | ﹤0.01% | 1373 |
|
|
2022
Q2 | $312K | Buy |
17,113
+2,900
| +20% | +$52.9K | ﹤0.01% | 1579 |
|
|
2022
Q1 | $375K | Sell |
14,213
-1,622
| -10% | -$42.8K | ﹤0.01% | 1494 |
|
|
2021
Q4 | $667K | Buy |
15,835
+2,631
| +20% | +$111K | ﹤0.01% | 1147 |
|
|
2021
Q3 | $885K | Buy |
13,204
+2,747
| +26% | +$184K | ﹤0.01% | 1001 |
|
|
2021
Q2 | $1.14M | Sell |
10,457
-2,694
| -20% | -$295K | ﹤0.01% | 880 |
|
|
2021
Q1 | $1.23M | Buy |
13,151
+7,908
| +151% | +$737K | ﹤0.01% | 920 |
|
|
2020
Q4 | $642K | Buy |
+5,243
| New | +$642K | ﹤0.01% | 1153 |
|