SAM
Simplify Asset Management’s Lemonade LMND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-13,530
| Closed | -$223K | – | 112 |
|
|
2024
Q3 | $223K | Hold |
13,530
| – | – | 0.01% | 94 |
|
|
2024
Q2 | $223K | Hold |
13,530
| – | – | 0.02% | 96 |
|
|
2024
Q1 | $222K | Hold |
13,530
| – | – | 0.01% | 94 |
|
|
2023
Q4 | $218K | Sell |
13,530
-2,948
| -18% | -$47.6K | 0.02% | 98 |
|
|
2023
Q3 | $191K | Buy |
16,478
+5,372
| +48% | +$62.4K | 0.02% | 103 |
|
|
2023
Q2 | $187K | Sell |
11,106
-489
| -4% | -$8.24K | 0.02% | 104 |
|
|
2023
Q1 | $165K | Buy |
+11,595
| New | +$165K | 0.02% | 101 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 79 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 90 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 63 |
|
|
2021
Q3 | – | Sell |
-4,102
| Closed | -$448K | – | 28 |
|
|
2021
Q2 | $448K | Buy |
4,102
+528
| +15% | +$57.7K | 0.07% | 7 |
|
|
2021
Q1 | $332K | Buy |
3,574
+663
| +23% | +$61.6K | 0.13% | 6 |
|
|
2020
Q4 | $356K | Buy |
+2,911
| New | +$356K | 0.32% | 4 |
|