Halter Ferguson Financial’s Lemonade LMND Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$34.2M	Sell	546,324 -54,539	-9%	-$3.77M	7.52%	4
2025 Q4	$42.8M	Buy	600,863 +24,957	+4%	+$1.68M	9.4%	3
2025 Q3	$30.8M	Buy	575,906 +289,803	+101%	+$14.1M	7.05%	3
2025 Q2	$12.5M	Sell	286,103 -190,661	-40%	-$6.35M	4.36%	5
2025 Q1	$15M	Buy	476,764 +183,974	+63%	+$6.33M	7.67%	3
2024 Q4	$10.7M	Sell	292,790 -449,380	-61%	-$14.3M	4.39%	3
2024 Q3	$12.2M	Sell	742,170 -1,959	-0.3%	-$35.9K	6.52%	3
2024 Q2	$12.3M	Buy	744,129 +32,855	+5%	+$548K	8.71%	3
2024 Q1	$11.7M	Buy	711,274 +312,717	+78%	+$5.26M	9.04%	3
2023 Q4	$6.43M	Buy	+398,557	New	+$6M	4.1%	8