Stifel Financial’s Lemonade LMND Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$385K Buy
8,778
+1,769
+25% +$77.5K ﹤0.01% 2914
2025
Q1
$220K Buy
+7,009
New +$220K ﹤0.01% 3140
2021
Q4
Sell
-6,420
Closed -$430K 3420
2021
Q3
$430K Buy
6,420
+5
+0.1% +$335 ﹤0.01% 2664
2021
Q2
$702K Sell
6,415
-920
-13% -$101K ﹤0.01% 2365
2021
Q1
$683K Buy
+7,335
New +$683K ﹤0.01% 2277