Oppenheimer & Co’s Lemonade LMND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $369K | Sell |
8,424
-1,790
| -18% | -$78.4K | ﹤0.01% | 1258 |
|
|
2025
Q1 | $321K | Sell |
10,214
-7,245
| -41% | -$228K | ﹤0.01% | 1242 |
|
|
2024
Q4 | $640K | Buy |
+17,459
| New | +$640K | 0.01% | 980 |
|
|
2023
Q3 | – | Sell |
-11,734
| Closed | -$198K | – | 1428 |
|
|
2023
Q2 | $198K | Buy |
+11,734
| New | +$198K | ﹤0.01% | 1290 |
|
|
2022
Q1 | – | Sell |
-6,550
| Closed | -$276K | – | 1543 |
|
|
2021
Q4 | $276K | Sell |
6,550
-768
| -10% | -$32.4K | ﹤0.01% | 1262 |
|
|
2021
Q3 | $490K | Sell |
7,318
-282
| -4% | -$18.9K | 0.01% | 1023 |
|
|
2021
Q2 | $831K | Sell |
7,600
-604
| -7% | -$66K | 0.01% | 820 |
|
|
2021
Q1 | $764K | Buy |
+8,204
| New | +$764K | 0.02% | 796 |
|