Halter Ferguson Financial’s Lemonade LMND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.5M | Sell |
286,103
-190,661
| -40% | -$8.35M | 4.36% | 4 |
|
|
2025
Q1 | $15M | Buy |
476,764
+183,974
| +63% | +$5.78M | 7.67% | 3 |
|
|
2024
Q4 | $10.7M | Sell |
292,790
-449,380
| -61% | -$16.5M | 4.39% | 3 |
|
|
2024
Q3 | $12.2M | Sell |
742,170
-1,959
| -0.3% | -$32.3K | 6.52% | 3 |
|
|
2024
Q2 | $12.3M | Buy |
744,129
+32,855
| +5% | +$542K | 8.71% | 3 |
|
|
2024
Q1 | $11.7M | Buy |
711,274
+312,717
| +78% | +$5.13M | 9.04% | 3 |
|
|
2023
Q4 | $6.43M | Buy |
+398,557
| New | +$6.43M | 4.1% | 8 |
|