Heritage Wealth Advisors’s Lemonade LMND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12K | Hold |
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|
2025
Q1 | $8.61K | Hold |
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|
2024
Q4 | $10.1K | Hold |
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|
2024
Q3 | $4.52K | Hold |
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|
2024
Q2 | $4.52K | Hold |
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|
2024
Q1 | $4.5K | Hold |
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|
2023
Q4 | $4.42K | Hold |
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|
2023
Q3 | $3.18K | Hold |
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|
2023
Q2 | $4.62K | Hold |
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|
2023
Q1 | $3.91K | Hold |
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|
2022
Q4 | $3.75K | Hold |
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|
2022
Q3 | $5.8K | Sell |
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|
2022
Q2 | $5K | Buy |
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|
2022
Q1 | $2K | Hold |
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|
2021
Q4 | $4K | Buy |
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|
2021
Q3 | $4.89K | Hold |
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|
2021
Q2 | $7.99K | Hold |
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|
2021
Q1 | $6.8K | Buy |
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|
2020
Q4 | $9K | Buy |
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|
2020
Q3 | $2.39K | Buy |
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