Steward Partners Investment Advisory’s Lemonade LMND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16K | Buy |
366
+6
| +2% | +$263 | ﹤0.01% | 3006 |
|
|
2025
Q1 | $11.3K | Sell |
360
-158
| -31% | -$4.97K | ﹤0.01% | 3033 |
|
|
2024
Q4 | $19K | Buy |
518
+33
| +7% | +$1.21K | ﹤0.01% | 2826 |
|
|
2024
Q3 | $8K | Sell |
485
-100
| -17% | -$1.65K | ﹤0.01% | 3035 |
|
|
2024
Q2 | $9.65K | Hold |
585
| – | – | ﹤0.01% | 2830 |
|
|
2024
Q1 | $9.6K | Buy |
585
+25
| +4% | +$410 | ﹤0.01% | 2821 |
|
|
2023
Q4 | $9.03K | Sell |
560
-312
| -36% | -$5.03K | ﹤0.01% | 2747 |
|
|
2023
Q3 | $10.1K | Sell |
872
-200
| -19% | -$2.32K | ﹤0.01% | 2595 |
|
|
2023
Q2 | $18.1K | Sell |
1,072
-20
| -2% | -$337 | ﹤0.01% | 2343 |
|
|
2023
Q1 | $15.6K | Sell |
1,092
-277
| -20% | -$3.95K | ﹤0.01% | 2361 |
|
|
2022
Q4 | $18.7K | Buy |
1,369
+30
| +2% | +$410 | ﹤0.01% | 2257 |
|
|
2022
Q3 | $28K | Sell |
1,339
-309
| -19% | -$6.46K | ﹤0.01% | 2065 |
|
|
2022
Q2 | $30K | Sell |
1,648
-179
| -10% | -$3.26K | ﹤0.01% | 2036 |
|
|
2022
Q1 | $48K | Buy |
1,827
+269
| +17% | +$7.07K | ﹤0.01% | 1938 |
|
|
2021
Q4 | $66K | Sell |
1,558
-2,691
| -63% | -$114K | ﹤0.01% | 1771 |
|
|
2021
Q3 | $285K | Buy |
4,249
+673
| +19% | +$45.1K | ﹤0.01% | 1121 |
|
|
2021
Q2 | $391K | Buy |
3,576
+600
| +20% | +$65.6K | 0.01% | 1039 |
|
|
2021
Q1 | $277K | Buy |
2,976
+1,527
| +105% | +$142K | ﹤0.01% | 1134 |
|
|
2020
Q4 | $178K | Buy |
1,449
+949
| +190% | +$117K | ﹤0.01% | 1124 |
|
|
2020
Q3 | $25K | Buy |
+500
| New | +$25K | ﹤0.01% | 1807 |
|