Kestra Advisory Services’s Lemonade LMND Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-1,780
| Closed | -$55.9K | – | 2910 |
|
2025
Q1 | $55.9K | Buy |
+1,780
| New | +$55.9K | ﹤0.01% | 2638 |
|
2021
Q4 | – | Sell |
-4,333
| Closed | -$290K | – | 2113 |
|
2021
Q3 | $290K | Buy |
4,333
+65
| +2% | +$4.35K | ﹤0.01% | 1697 |
|
2021
Q2 | $467K | Sell |
4,268
-126
| -3% | -$13.8K | 0.01% | 1315 |
|
2021
Q1 | $409K | Buy |
4,394
+1,837
| +72% | +$171K | 0.01% | 1284 |
|
2020
Q4 | $332K | Buy |
+2,557
| New | +$332K | ﹤0.01% | 1422 |
|