Global Retirement Partners’s Lemonade LMND Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$114K	Buy	1,596 +1,030	+182%	+$69.2K	﹤0.01%	1839
2025 Q3	$30.3K	Buy	566 +16	+3%	+$781	﹤0.01%	2182
2025 Q2	$24.1K	Buy	+550	New	+$18.3K	﹤0.01%	2190
2024 Q4	$1.83K	Sell	50 -64	-56%	-$2.04K	﹤0.01%	3106
2024 Q3	$1.88K	Sell	114 -150	-57%	-$2.75K	﹤0.01%	2957
2024 Q2	$4.36K	Hold	264	–	–	﹤0.01%	2676
2024 Q1	$4.33K	Hold	264	–	–	﹤0.01%	2459
2023 Q4	$4.18K	Sell	264 -23	-8%	-$347	﹤0.01%	2399
2023 Q3	$3.34K	Hold	287	–	–	﹤0.01%	2339
2023 Q2	$4.84K	Hold	287	–	–	﹤0.01%	2217
2023 Q1	$3.18K	Sell	287 -3	-1%	-$46	﹤0.01%	2332
2022 Q4	$3.97K	Hold	290	–	–	﹤0.01%	2104
2022 Q3	$7K	Hold	290	–	–	﹤0.01%	1817
2022 Q2	$5K	Hold	290	–	–	﹤0.01%	1893
2022 Q1	$6K	Buy	+290	New	+$8.21K	﹤0.01%	1829
2021 Q4	–	Sell	-23	Closed	-$2K	–	1126
2021 Q3	$2K	Buy	23 +3	+15%	+$242	﹤0.01%	1834
2021 Q2	$2K	Hold	20	–	–	﹤0.01%	1735
2021 Q1	$2K	Sell	20 -21	-51%	-$2.71K	﹤0.01%	1650
2020 Q4	$5K	Buy	+41	New	+$3.02K	﹤0.01%	1447