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