Synergy Financial Group’s Lemonade LMND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $460K | Sell |
10,506
-637
| -6% | -$27.9K | 0.34% | 53 |
|
|
2025
Q1 | $350K | Sell |
11,143
-74
| -0.7% | -$2.33K | 0.31% | 65 |
|
|
2024
Q4 | $411K | Sell |
11,217
-1,964
| -15% | -$72K | 0.34% | 54 |
|
|
2024
Q3 | $217K | Sell |
13,181
-71
| -0.5% | -$1.17K | 0.21% | 90 |
|
|
2024
Q2 | $219K | Sell |
13,252
-97
| -0.7% | -$1.6K | 0.23% | 76 |
|
|
2024
Q1 | $219K | Sell |
13,349
-206
| -2% | -$3.38K | 0.25% | 75 |
|
|
2023
Q4 | $219K | Sell |
13,555
-225
| -2% | -$3.63K | 0.27% | 81 |
|
|
2023
Q3 | $160K | Sell |
13,780
-284
| -2% | -$3.3K | 0.22% | 77 |
|
|
2023
Q2 | $237K | Hold |
14,064
| – | – | 0.32% | 69 |
|
|
2023
Q1 | $201K | Buy |
14,064
+29
| +0.2% | +$414 | 0.33% | 79 |
|
|
2022
Q4 | $192K | Sell |
14,035
-15,158
| -52% | -$207K | 0.38% | 71 |
|
|
2022
Q3 | $618K | Hold |
29,193
| – | – | 0.93% | 31 |
|
|
2022
Q2 | $533K | Sell |
29,193
-244
| -0.8% | -$4.46K | 0.84% | 38 |
|
|
2022
Q1 | $776K | Buy |
29,437
+8,991
| +44% | +$237K | 0.81% | 34 |
|
|
2021
Q4 | $861K | Buy |
+20,446
| New | +$861K | 0.77% | 36 |
|