Zoe Lofgren stock trades
Zoe Lofgren is a member of the U.S. House (Democrat, CA). Filings in this dataset run from 2015-08-19 to 2026-01-06 and list 460 stock transactions: 235 purchases and 225 sales. The median filing came 21 days after the trade; 7 of 466 were filed after the 45-day deadline.
Backtest copying Zoe Lofgren this year
What copying Zoe Lofgren would have returned
$10,000 invested on 2016-03-08, buying and selling the same stocks 3 days after each filing became public, ended at $17,960 on 2026-11-09. The same money in the S&P 500 (SPY) ended at $40,099.
That headline is diluted by cash: on average only 48% of the money was invested, because the portfolio holds a few small positions. On the 2,682 days it did hold stocks, the copied holdings returned +19.8% a year against +13.9% for the S&P 500 over the same days: 5.9 percentage points ahead of the index.
Value of the whole copy portfolio including cash (teal) and of the same money in SPY (red), sampled across the period. Green dots are copied purchases and red dots copied sales (at most 300 are drawn).
Gain or loss by month
Monthly return of the whole copy portfolio, cash included. Green months gained, red months lost; darker means a bigger move. Grey months had no change.
275 copy orders were not placed (no price history, no cash left or the position limit was reached) and 104 disclosed lines could not be copied at all (no ticker, options, bonds). Hypothetical result computed 2026-11-09 with data through 2026-11-09; see the methodology. Not investment advice.
Activity by year
Transactions by the year the report was filed.
Trades by month
Disclosed stock and fund transactions by the month the report was filed; darker means more.
Most traded stocks
| Stock | Trades | Buys | Sales |
|---|---|---|---|
| ZTS Zoetis Inc. Class A Common Stock | 6 | 3 | 3 |
| V Visa Inc. | 6 | 3 | 3 |
| UNH UnitedHealth Group Incorporated Common Stock | 6 | 3 | 3 |
| MA Mastercard Incorporated Common Stock | 6 | 3 | 3 |
| GIS General Mills, Inc. Common Stock | 6 | 3 | 3 |
| ADBE Adobe Inc. - Common Stock | 6 | 3 | 3 |
| TMUS T-Mobile US, Inc. | 5 | 3 | 2 |
| TMO Thermo Fisher Scientific Inc Common Stock | 5 | 3 | 2 |
| SBUX Starbucks Corporation - Common Stock | 5 | 3 | 2 |
| JPM JP Morgan Chase & Co. Common Stock | 5 | 3 | 2 |
| HD Home Depot, Inc. | 5 | 3 | 2 |
| EW Edwards Lifesciences Corporation Common Stock | 5 | 3 | 2 |
| DIS Walt Disney Company | 5 | 3 | 2 |
| CTAS Cintas Corporation - Common Stock | 5 | 3 | 2 |
| WMT Walmart Inc. - Common Stock | 4 | 2 | 2 |
Disclosed transactions
Download stock and fund transactions as CSV · Compare Zoe Lofgren with another member
| Filed | Traded | Type | Asset | Amount | Filing |
|---|---|---|---|---|---|
| 2026-01-06 | 2025-12-11 | Sale | Lynwood Unified School District GO Bonds | $100,001 - $250,000 | Source |
| 2026-01-06 | 2025-12-11 | Sale | California State Public Works Board... | $1,001 - $15,000 | Source |
| 2023-06-06 | 2023-05-26 | Sale | Union Pacific Corporation Common Stock | $15,001 - $50,000 | Source |
| 2023-06-06 | 2023-05-26 | Sale | Oracle Corporation Ordinary Shares | $15,001 - $50,000 | Source |
| 2023-06-06 | 2023-05-26 | Sale | Bank of America Corporation Common Stock | $15,001 - $50,000 | Source |
| 2023-06-06 | 2023-05-26 | Sale | Wells Fargo & Company Common Stock | $1,001 - $15,000 | Source |
| 2023-06-06 | 2023-05-26 | Sale | Westpac banking Corporation | $1,001 - $15,000 | Source |
| 2023-06-06 | 2023-05-26 | Sale | Walgreens Boots Alliance, Inc. - Common Stock | $1,001 - $15,000 | Source |
| 2023-06-06 | 2023-05-26 | Sale | Verizon Communications Inc. Common Stock | $1,001 - $15,000 | Source |
| 2023-06-06 | 2023-05-26 | Sale | U.S. Bancorp Common Stock | $1,001 - $15,000 | Source |
| 2023-06-06 | 2023-05-26 | Sale | UnitedHealth Group Incorporated Common Stock | $1,001 - $15,000 | Source |
| 2023-06-06 | 2023-05-26 | Sale | Pfizer, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2023-06-06 | 2023-05-26 | Sale | NetApp, Inc. - Common Stock | $1,001 - $15,000 | Source |
| 2023-06-06 | 2023-05-26 | Sale | Morgan Stanley Common Stock | $1,001 - $15,000 | Source |
| 2023-06-06 | 2023-05-26 | Sale | KLA Corporation - Common Stock | $1,001 - $15,000 | Source |
| 2023-06-06 | 2023-05-26 | Sale | Jefferies Financial Group Inc. | $1,001 - $15,000 | Source |
| 2023-06-06 | 2023-05-26 | Sale | CVS Health Corporation Common Stock | $1,001 - $15,000 | Source |
| 2023-06-06 | 2023-05-26 | Sale | Cisco Systems, Inc. - Common Stock | $1,001 - $15,000 | Source |
| 2023-06-06 | 2023-05-26 | Sale | Caterpillar, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2023-06-06 | 2023-05-26 | Sale | Citigroup, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2023-06-06 | 2023-05-26 | Sale | Anheuser-Busch Inbev SA Sponsored ADR | $1,001 - $15,000 | Source |
| 2023-06-06 | 2023-05-26 | Sale | Bank of Montreal | $1,001 - $15,000 | Source |
| 2023-06-06 | 2023-05-26 | Sale | Amazon.com, Inc. - Common Stock | $1,001 - $15,000 | Source |
| 2023-06-06 | 2023-05-26 | Sale | American Tower Corporation | $1,001 - $15,000 | Source |
| 2023-06-06 | 2023-05-26 | Sale | Applied Materials, Inc. - Common Stock | $1,001 - $15,000 | Source |
| 2023-06-06 | 2023-05-26 | Sale | American Electric Power Company, Inc. | $1,001 - $15,000 | Source |
| 2023-06-06 | 2023-05-26 | Sale | AbbVie Inc. Common Stock | $1,001 - $15,000 | Source |
| 2023-06-06 | 2023-05-26 | Sale | Paramount Global Ltd. | $1,001 - $15,000 | Source |
| 2023-06-06 | 2023-05-25 | Sale | SO Southern Company | $15,001 - $50,000 | Source |
| 2023-06-06 | 2023-05-25 | Sale | ZTS Zoetis Inc. Class A Common Stock | $1,001 - $15,000 | Source |
| 2023-06-06 | 2023-05-25 | Sale | VZ Verizon Communications Inc. Common Stock | $1,001 - $15,000 | Source |
| 2023-06-06 | 2023-05-25 | Sale | V Visa Inc. | $1,001 - $15,000 | Source |
| 2023-06-06 | 2023-05-25 | Sale | UNH UnitedHealth Group Incorporated Common Stock | $1,001 - $15,000 | Source |
| 2023-06-06 | 2023-05-25 | Sale | TT Trane Technologies plc | $1,001 - $15,000 | Source |
| 2023-06-06 | 2023-05-25 | Sale | TRU TransUnion | $1,001 - $15,000 | Source |
| 2023-06-06 | 2023-05-25 | Sale | TMUS T-Mobile US, Inc. | $1,001 - $15,000 | Source |
| 2023-06-06 | 2023-05-25 | Sale | TMO Thermo Fisher Scientific Inc Common Stock | $1,001 - $15,000 | Source |
| 2023-06-06 | 2023-05-25 | Sale | TJX TJX Companies, Inc. | $1,001 - $15,000 | Source |
| 2023-06-06 | 2023-05-25 | Sale | T AT&T Inc. | $1,001 - $15,000 | Source |
| 2023-06-06 | 2023-05-25 | Sale | SPGI S&P Global Inc. Common Stock | $1,001 - $15,000 | Source |
| 2023-06-06 | 2023-05-25 | Sale | SON Sonoco Products Company | $1,001 - $15,000 | Source |
| 2023-06-06 | 2023-05-25 | Sale | SHW Sherwin-Williams Company | $1,001 - $15,000 | Source |
| 2023-06-06 | 2023-05-25 | Sale | SBUX Starbucks Corporation - Common Stock | $1,001 - $15,000 | Source |
| 2023-06-06 | 2023-05-25 | Sale | ROP Roper Technologies, Inc. | $1,001 - $15,000 | Source |
| 2023-06-06 | 2023-05-25 | Sale | QCOM QUALCOMM Incorporated - Common Stock | $1,001 - $15,000 | Source |
| 2023-06-06 | 2023-05-25 | Sale | PWR Quanta Services, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2023-06-06 | 2023-05-25 | Sale | PLD Prologis, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2023-06-06 | 2023-05-25 | Sale | PG Procter & Gamble Company | $1,001 - $15,000 | Source |
| 2023-06-06 | 2023-05-25 | Sale | PEP Pepsico, Inc. | $1,001 - $15,000 | Source |
| 2023-06-06 | 2023-05-25 | Sale | PAYX Paychex, Inc. - Common Stock | $1,001 - $15,000 | Source |
| 2023-06-06 | 2023-05-25 | Sale | ODFL Old Dominion Freight Line, Inc. - Common Stock | $1,001 - $15,000 | Source |
| 2023-06-06 | 2023-05-25 | Sale | NXPI NXP Semiconductors N.V. - Common Stock | $1,001 - $15,000 | Source |
| 2023-06-06 | 2023-05-25 | Sale | NNN National Retail Properties | $1,001 - $15,000 | Source |
| 2023-06-06 | 2023-05-25 | Sale | NEE NextEra Energy, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2023-06-06 | 2023-05-25 | Sale | MRK Merck & Company, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2023-06-06 | 2023-05-25 | Sale | MET MetLife, Inc. | $1,001 - $15,000 | Source |
| 2023-06-06 | 2023-05-25 | Sale | MCD McDonald's Corporation Common Stock | $1,001 - $15,000 | Source |
| 2023-06-06 | 2023-05-25 | Sale | MAA Mid-America Apartment Communities, Inc.... | $1,001 - $15,000 | Source |
| 2023-06-06 | 2023-05-25 | Sale | MA Mastercard Incorporated Common Stock | $1,001 - $15,000 | Source |
| 2023-06-06 | 2023-05-25 | Sale | LCID Lucid Group, Inc. | $1,001 - $15,000 | Source |
| 2023-06-06 | 2023-05-25 | Sale | KO Coca-Cola Company | $1,001 - $15,000 | Source |
| 2023-06-06 | 2023-05-25 | Sale | JPM JP Morgan Chase & Co. Common Stock | $1,001 - $15,000 | Source |
| 2023-06-06 | 2023-05-25 | Sale | IPG Interpublic Group of Companies, Inc. | $1,001 - $15,000 | Source |
| 2023-06-06 | 2023-05-25 | Sale | HIG The Hartford Insurance Group, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2023-06-06 | 2023-05-25 | Sale | HCA HCA Healthcare, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2023-06-06 | 2023-05-25 | Sale | GIS General Mills, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2023-06-06 | 2023-05-25 | Sale | GILD Gilead Sciences, Inc. - Common Stock | $1,001 - $15,000 | Source |
| 2023-06-06 | 2023-05-25 | Sale | FITB Fifth Third Bancorp - Common Stock | $1,001 - $15,000 | Source |
| 2023-06-06 | 2023-05-25 | Sale | FHN First Horizon National Corporation | $1,001 - $15,000 | Source |
| 2023-06-06 | 2023-05-25 | Sale | EW Edwards Lifesciences Corporation Common Stock | $1,001 - $15,000 | Source |
| 2023-06-06 | 2023-05-25 | Sale | ETR Entergy Corporation | $1,001 - $15,000 | Source |
| 2023-06-06 | 2023-05-25 | Sale | ES Eversource Energy | $1,001 - $15,000 | Source |
| 2023-06-06 | 2023-05-25 | Sale | EQIX Equinix, Inc. - Common Stock | $1,001 - $15,000 | Source |
| 2023-06-06 | 2023-05-25 | Sale | EMR Emerson Electric Company Common Stock | $1,001 - $15,000 | Source |
| 2023-06-06 | 2023-05-25 | Sale | DUK Duke Energy Corporation | $1,001 - $15,000 | Source |
| 2023-06-06 | 2023-05-25 | Sale | DIS Walt Disney Company | $1,001 - $15,000 | Source |
| 2023-06-06 | 2023-05-25 | Sale | DHR Danaher Corporation Common Stock | $1,001 - $15,000 | Source |
| 2023-06-06 | 2023-05-25 | Sale | DECK Deckers Outdoor Corporation | $1,001 - $15,000 | Source |
| 2023-06-06 | 2023-05-25 | Sale | D Dominion Energy Inc | $1,001 - $15,000 | Source |
| 2023-06-06 | 2023-05-25 | Sale | CTAS Cintas Corporation - Common Stock | $1,001 - $15,000 | Source |
| 2023-06-06 | 2023-05-25 | Sale | CSCO Cisco Systems, Inc. - Common Stock | $1,001 - $15,000 | Source |
| 2023-06-06 | 2023-05-25 | Sale | COST Costco Wholesale Corporation - Common Stock | $1,001 - $15,000 | Source |
| 2023-06-06 | 2023-05-25 | Sale | CME CME Group Inc. - Class A Common Stock | $1,001 - $15,000 | Source |
| 2023-06-06 | 2023-05-25 | Sale | CMCSA Comcast Corporation - Class A Common Stock | $1,001 - $15,000 | Source |
| 2023-06-06 | 2023-05-25 | Sale | CINF Cincinnati Financial Corporation - Common Stock | $1,001 - $15,000 | Source |
| 2023-06-06 | 2023-05-25 | Sale | CCI Crown Castle Inc. Common Stock | $1,001 - $15,000 | Source |
| 2023-06-06 | 2023-05-25 | Sale | BX Blackstone Inc. Common Stock | $1,001 - $15,000 | Source |
| 2023-06-06 | 2023-05-25 | Sale | BUD Anheuser-Busch Inbev SA Sponsored ADR | $1,001 - $15,000 | Source |
| 2023-06-06 | 2023-05-25 | Sale | BRK.B Berkshire Hathaway Inc. New Common Stock | $1,001 - $15,000 | Source |
| 2023-06-06 | 2023-05-25 | Sale | BDX Becton, Dickinson and Company Common Stock | $1,001 - $15,000 | Source |
| 2023-06-06 | 2023-05-25 | Sale | BCE BCE, Inc. | $1,001 - $15,000 | Source |
| 2023-06-06 | 2023-05-25 | Sale | BAC Bank of America Corporation Common Stock | $1,001 - $15,000 | Source |
| 2023-06-06 | 2023-05-25 | Sale | AWK American Water Works Company, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2023-06-06 | 2023-05-25 | Sale | ASML ASML Holding N.V. - New York Registry Shares | $1,001 - $15,000 | Source |
| 2023-06-06 | 2023-05-25 | Sale | ARCC Ares Capital Corporation - Closed End Fund | $1,001 - $15,000 | Source |
| 2023-06-06 | 2023-05-25 | Sale | AON Aon plc Class A Ordinary Shares (Ireland) | $1,001 - $15,000 | Source |
| 2023-06-06 | 2023-05-25 | Sale | AGR Avangrid, Inc. | $1,001 - $15,000 | Source |
| 2023-06-06 | 2023-05-25 | Sale | AEP American Electric Power Company, Inc. | $1,001 - $15,000 | Source |
| 2023-06-06 | 2023-05-25 | Sale | ADBE Adobe Inc. - Common Stock | $1,001 - $15,000 | Source |
| 2023-06-06 | 2023-05-25 | Sale | ACN Accenture plc Class A Ordinary Shares | $1,001 - $15,000 | Source |
Other members from CA
- Gilbert Cisneros Democrat, 2,791 trades
- Alan S. Lowenthal Democrat, 1,556 trades
- Scott H. Peters Democrat, 1,022 trades
- Rohit Khanna Democrat, 973 trades
- Judy Chu Democrat, 467 trades
- Nancy Pelosi Democrat, 224 trades
- Susan A. Davis Democrat, 67 trades
- Sara Jacobs Democrat, 66 trades
Members who trade the same stocks
- Gilbert Cisneros Democrat, 82 stocks in common
- K. Michael Conaway Republican, 77 stocks in common
- Alan Armstrong Republican, 74 stocks in common
- Josh Gottheimer Democrat, 66 stocks in common
- Kathy Manning Democrat, 64 stocks in common
- Jefferson Shreve Republican, 63 stocks in common
- Lois Frankel Democrat, 62 stocks in common
- Lisa McClain Republican, 61 stocks in common
Common questions
- Did Zoe Lofgren beat the market?
- Copying Zoe Lofgren's disclosed stock trades 3 days after each filing returned +19.8% a year on the days the money was invested, against +13.9% for the S&P 500 over the same days: 5.9 percentage points ahead of the index. This is a hypothetical backtest from 2016-03-08 to 2026-11-09, not investment advice.
- How many stock trades has Zoe Lofgren disclosed?
- Zoe Lofgren disclosed 460 stock transactions between 2015-08-19 and 2026-01-06: 235 purchases and 225 sales.
- Which stocks does Zoe Lofgren trade most?
- The most traded stocks in Zoe Lofgren's filings are ZTS (6), V (6) and UNH (6), by number of transactions.
- How quickly does Zoe Lofgren report trades?
- The median filing came 21 days after the trade. 7 of 466 filings arrived after the 45-day deadline.