Creative Planning’s Lemonade LMND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $707K | Buy |
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|
2025
Q1 | $291K | Buy |
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|
2024
Q4 | $292K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $128K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $464K | Buy |
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|
2022
Q2 | $312K | Buy |
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|
2022
Q1 | $375K | Sell |
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|
2021
Q4 | $667K | Buy |
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|
2021
Q3 | $885K | Buy |
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|
2021
Q2 | $1.14M | Sell |
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|
2021
Q1 | $1.23M | Buy |
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|
2020
Q4 | $642K | Buy |
|