LPL Financial’s Lemonade LMND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.02M | Buy |
96,022
+20,387
| +27% | +$1.41M | ﹤0.01% | 2459 |
|
|
2025
Q4 | $5.38M | Buy |
75,635
+10,523
| +16% | +$707K | ﹤0.01% | 2471 |
|
|
2025
Q3 | $3.49M | Buy |
65,112
+17,915
| +38% | +$874K | ﹤0.01% | 2802 |
|
|
2025
Q2 | $2.07M | Buy |
47,197
+9,036
| +24% | +$301K | ﹤0.01% | 3092 |
|
|
2025
Q1 | $1.2M | Buy |
38,161
+1,966
| +5% | +$67.7K | ﹤0.01% | 3402 |
|
|
2024
Q4 | $1.33M | Buy |
36,195
+2,691
| +8% | +$85.9K | ﹤0.01% | 3237 |
|
|
2024
Q3 | $552K | Buy |
33,504
+1,670
| +5% | +$30.6K | ﹤0.01% | 3910 |
|
|
2024
Q2 | $525K | Buy |
31,834
+3,877
| +14% | +$64.7K | ﹤0.01% | 3834 |
|
|
2024
Q1 | $459K | Buy |
27,957
+1,498
| +6% | +$25.2K | ﹤0.01% | 3861 |
|
|
2023
Q4 | $427K | Sell |
26,459
-1,573
| -6% | -$23.7K | ﹤0.01% | 3784 |
|
|
2023
Q3 | $326K | Buy |
28,032
+4,656
| +20% | +$74.7K | ﹤0.01% | 3842 |
|
|
2023
Q2 | $394K | Sell |
23,376
-479
| -2% | -$7.49K | ﹤0.01% | 3645 |
|
|
2023
Q1 | $340K | Buy |
23,855
+856
| +4% | +$13K | ﹤0.01% | 3641 |
|
|
2022
Q4 | $315K | Sell |
22,999
-3,608
| -14% | -$71.3K | ﹤0.01% | 3613 |
|
|
2022
Q3 | $564K | Buy |
26,607
+924
| +4% | +$21K | ﹤0.01% | 3046 |
|
|
2022
Q2 | $469K | Sell |
25,683
-693
| -3% | -$14.6K | ﹤0.01% | 3266 |
|
|
2022
Q1 | $696K | Sell |
26,376
-1,893
| -7% | -$53.6K | ﹤0.01% | 2920 |
|
|
2021
Q4 | $1.19M | Sell |
28,269
-14,538
| -34% | -$817K | ﹤0.01% | 2506 |
|
|
2021
Q3 | $2.87M | Sell |
42,807
-385
| -0.9% | -$31K | ﹤0.01% | 1779 |
|
|
2021
Q2 | $4.73M | Buy |
43,192
+8,969
| +26% | +$814K | ﹤0.01% | 1376 |
|
|
2021
Q1 | $3.19M | Buy |
34,223
+26,287
| +331% | +$3.4M | ﹤0.01% | 1531 |
|
|
2020
Q4 | $972K | Buy |
+7,936
| New | +$585K | ﹤0.01% | 2208 |
|
Other funds holding LMND
VCM
VPM
