Heritage Wealth Advisors’s Lemonade LMND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12K | Hold |
274
| – | – | ﹤0.01% | 413 |
|
|
2025
Q1 | $8.61K | Hold |
274
| – | – | ﹤0.01% | 427 |
|
|
2024
Q4 | $10.1K | Hold |
274
| – | – | ﹤0.01% | 441 |
|
|
2024
Q3 | $4.52K | Hold |
274
| – | – | ﹤0.01% | 493 |
|
|
2024
Q2 | $4.52K | Hold |
274
| – | – | ﹤0.01% | 454 |
|
|
2024
Q1 | $4.5K | Hold |
274
| – | – | ﹤0.01% | 476 |
|
|
2023
Q4 | $4.42K | Hold |
274
| – | – | ﹤0.01% | 483 |
|
|
2023
Q3 | $3.18K | Hold |
274
| – | – | ﹤0.01% | 450 |
|
|
2023
Q2 | $4.62K | Hold |
274
| – | – | ﹤0.01% | 471 |
|
|
2023
Q1 | $3.91K | Hold |
274
| – | – | ﹤0.01% | 484 |
|
|
2022
Q4 | $3.75K | Hold |
274
| – | – | ﹤0.01% | 486 |
|
|
2022
Q3 | $5.8K | Sell |
274
-5
| -2% | -$106 | ﹤0.01% | 445 |
|
|
2022
Q2 | $5K | Buy |
279
+190
| +213% | +$3.41K | ﹤0.01% | 491 |
|
|
2022
Q1 | $2K | Hold |
89
| – | – | ﹤0.01% | 502 |
|
|
2021
Q4 | $4K | Buy |
89
+16
| +22% | +$719 | ﹤0.01% | 494 |
|
|
2021
Q3 | $4.89K | Hold |
73
| – | – | ﹤0.01% | 475 |
|
|
2021
Q2 | $7.99K | Hold |
73
| – | – | ﹤0.01% | 458 |
|
|
2021
Q1 | $6.8K | Buy |
73
+2
| +3% | +$186 | ﹤0.01% | 480 |
|
|
2020
Q4 | $9K | Buy |
71
+23
| +48% | +$2.92K | ﹤0.01% | 461 |
|
|
2020
Q3 | $2.39K | Buy |
+48
| New | +$2.39K | ﹤0.01% | 447 |
|