Envestnet Asset Management’s Lemonade LMND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,978
| Closed | -$293K | – | 4421 |
|
|
2024
Q4 | $293K | Buy |
+7,978
| New | +$293K | ﹤0.01% | 3904 |
|
|
2021
Q4 | – | Sell |
-17,319
| Closed | -$1.16M | – | 3916 |
|
|
2021
Q3 | $1.16M | Buy |
17,319
+1,900
| +12% | +$127K | ﹤0.01% | 2430 |
|
|
2021
Q2 | $1.69M | Buy |
15,419
+2,000
| +15% | +$219K | ﹤0.01% | 2165 |
|
|
2021
Q1 | $1.25M | Buy |
13,419
+5,738
| +75% | +$535K | ﹤0.01% | 2233 |
|
|
2020
Q4 | $941K | Buy |
+7,681
| New | +$941K | ﹤0.01% | 2249 |
|