Synergy Financial Group’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	$610K	Sell	9,728 -427	-4%	-$29.6K	0.46%	44
2025 Q4	$723K	Sell	10,155 -369	-4%	-$24.8K	0.51%	37
2025 Q3	$563K	Buy	10,524 +18	+0.2%	+$878	0.38%	52
2025 Q2	$460K	Sell	10,506 -637	-6%	-$21.2K	0.34%	53
2025 Q1	$350K	Sell	11,143 -74	-0.7%	-$2.55K	0.31%	65
2024 Q4	$411K	Sell	11,217 -1,964	-15%	-$62.7K	0.34%	54
2024 Q3	$217K	Sell	13,181 -71	-0.5%	-$1.3K	0.21%	90
2024 Q2	$219K	Sell	13,252 -97	-0.7%	-$1.62K	0.23%	76
2024 Q1	$219K	Sell	13,349 -206	-2%	-$3.46K	0.25%	75
2023 Q4	$219K	Sell	13,555 -225	-2%	-$3.39K	0.27%	81
2023 Q3	$160K	Sell	13,780 -284	-2%	-$4.55K	0.22%	77
2023 Q2	$237K	Hold	14,064	–	–	0.32%	69
2023 Q1	$201K	Buy	14,064 +29	+0.2%	+$441	0.33%	79
2022 Q4	$192K	Sell	14,035 -15,158	-52%	-$300K	0.38%	71
2022 Q3	$618K	Hold	29,193	–	–	0.93%	31
2022 Q2	$533K	Sell	29,193 -244	-0.8%	-$5.14K	0.84%	38
2022 Q1	$776K	Buy	29,437 +8,991	+44%	+$255K	0.81%	34
2021 Q4	$861K	Buy	+20,446	New	+$1.15M	0.77%	36