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 |
|---|---|---|---|---|---|
| 2023-05-15 | 2023-03-11 | Partial sale | Deskworks Inc. | $100,001 - $250,000 | Source |
| 2023-05-15 | 2022-08-25 | Sale | EXPE Expedia Group, Inc. - Common Stock | $1,001 - $15,000 | Source |
| 2023-05-15 | 2022-04-04 | Buy | Union Pacific Corporation Common Stock | $15,001 - $50,000 | Source |
| 2022-11-10 | 2022-10-06 | Sale | Credit Suisse USA Inc. | $1,001 - $15,000 | Source |
| 2022-10-11 | 2022-09-09 | Buy | PWR Quanta Services, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2022-10-11 | 2022-09-09 | Buy | GILD Gilead Sciences, Inc. - Common Stock | $1,001 - $15,000 | Source |
| 2022-10-11 | 2022-09-09 | Buy | BUD Anheuser-Busch Inbev SA Sponsored ADR | $1,001 - $15,000 | Source |
| 2022-10-11 | 2022-09-09 | Buy | BDX Becton, Dickinson and Company Common Stock | $1,001 - $15,000 | Source |
| 2022-10-11 | 2022-09-09 | Buy | BAC Bank of America Corporation Common Stock | $1,001 - $15,000 | Source |
| 2022-10-11 | 2022-09-09 | Buy | AEP Texas Inc. | $1,001 - $15,000 | Source |
| 2022-10-06 | 2022-07-08 | Partial sale | KLA Corporation - Common Stock | $1,001 - $15,000 | Source |
| 2022-10-06 | 2022-04-04 | Buy | KLA Corporation - Common Stock | $1,001 - $15,000 | Source |
| 2022-09-13 | 2022-08-25 | Buy | DIS Walt Disney Company | $1,001 - $15,000 | Source |
| 2022-09-13 | 2022-08-25 | Sale | CRL Charles River Laboratories International, Inc. | $1,001 - $15,000 | Source |
| 2022-09-13 | 2022-08-25 | Sale | AMAT Applied Materials, Inc. - Common Stock | $1,001 - $15,000 | Source |
| 2022-08-08 | 2022-07-08 | Partial sale | KLA Corporation - Common Stock | $1,001 - $15,000 | Source |
| 2022-07-13 | 2022-06-15 | Sale | ALLY Ally Financial Inc. Common Stock | $1,001 - $15,000 | Source |
| 2022-05-10 | 2022-04-28 | Sale | SYF Synchrony Financial Common Stock | $1,001 - $15,000 | Source |
| 2022-05-10 | 2022-04-04 | Buy | UNP Union Pacific Corporation Common Stock | $15,001 - $50,000 | Source |
| 2022-05-10 | 2022-04-04 | Buy | KLAC KLA Corporation - Common Stock | $1,001 - $15,000 | Source |
| 2022-04-11 | 2022-03-15 | Sale | Tyson Foods Inc | $1,001 - $15,000 | Source |
| 2022-04-11 | 2022-03-04 | Buy | Citigroup, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2022-04-11 | 2022-03-04 | Buy | Amazon.com, Inc. - Common Stock | $1,001 - $15,000 | Source |
| 2022-04-11 | 2022-03-04 | Buy | Vodafone Group PLC | $1,001 - $15,000 | Source |
| 2022-01-07 | 2021-12-14 | Sale | general Motors Finl Co (corporate bond) | $1,001 - $15,000 g | Source |
| 2021-11-03 | 2021-10-15 | Sale | AMZN Amazon.com, Inc. - Common Stock | $1,001 - $15,000 c | Source |
| 2021-11-03 | 2021-10-13 | Sale | WMT Walmart Inc. - Common Stock | $1,001 - $15,000 g | Source |
| 2021-11-03 | 2021-10-13 | Sale | HD Home Depot, Inc. | $1,001 - $15,000 g | Source |
| 2021-11-03 | 2021-10-13 | Sale | PFE Pfizer, Inc. Common Stock | $1,001 - $15,000 e | Source |
| 2021-11-03 | 2021-10-13 | Buy | LCID Lucid Group, Inc. | $1,001 - $15,000 d | Source |
| 2021-11-03 | 2021-10-05 | Buy | Wells Fargo & Company Common Stock | $1,001 - $15,000 c | Source |
| 2021-11-03 | 2021-10-05 | Buy | Caterpillar, Inc. Common Stock | $1,001 - $15,000 c | Source |
| 2021-10-07 | 2021-09-30 | Buy | PFE Pfizer, Inc. Common Stock | $1,001 - $15,000 g | Source |
| 2021-10-07 | 2021-09-30 | Buy | NNN National Retail Properties | $1,001 - $15,000 g | Source |
| 2021-10-07 | 2021-09-30 | Buy | HIG The Hartford Insurance Group, Inc. Common Stock | $1,001 - $15,000 g | Source |
| 2021-10-07 | 2021-09-30 | Buy | EXPE Expedia Group, Inc. - Common Stock | $1,001 - $15,000 g | Source |
| 2021-10-07 | 2021-09-30 | Buy | BCE BCE, Inc. | $1,001 - $15,000 g | Source |
| 2021-10-07 | 2021-09-30 | Buy | AMAT Applied Materials, Inc. - Common Stock | $1,001 - $15,000 g | Source |
| 2021-10-07 | 2021-09-30 | Buy | SPGI S&P Global Inc. Common Stock | $1,001 - $15,000 f | Source |
| 2021-10-07 | 2021-09-30 | Buy | QCOM QUALCOMM Incorporated - Common Stock | $1,001 - $15,000 f | Source |
| 2021-10-07 | 2021-09-30 | Buy | ODFL Old Dominion Freight Line, Inc. - Common Stock | $1,001 - $15,000 f | Source |
| 2021-10-07 | 2021-09-30 | Buy | NEE NextEra Energy, Inc. Common Stock | $1,001 - $15,000 f | Source |
| 2021-10-07 | 2021-09-30 | Buy | FHN First Horizon National Corporation | $1,001 - $15,000 f | Source |
| 2021-10-07 | 2021-09-30 | Buy | EQIX Equinix, Inc. - Common Stock | $1,001 - $15,000 f | Source |
| 2021-10-07 | 2021-09-30 | Buy | DHR Danaher Corporation Common Stock | $1,001 - $15,000 f | Source |
| 2021-10-07 | 2021-09-30 | Buy | CSCO Cisco Systems, Inc. - Common Stock | $1,001 - $15,000 f | Source |
| 2021-10-07 | 2021-09-30 | Buy | AWK American Water Works Company, Inc. Common Stock | $1,001 - $15,000 f | Source |
| 2021-10-07 | 2021-09-30 | Buy | AEP American Electric Power Company, Inc. | $1,001 - $15,000 f | Source |
| 2021-10-07 | 2021-09-30 | Buy | T AT&T Inc. | $1,001 - $15,000 e | Source |
| 2021-10-07 | 2021-09-30 | Buy | PLD Prologis, Inc. Common Stock | $1,001 - $15,000 e | Source |
| 2021-10-07 | 2021-09-30 | Buy | HCA HCA Healthcare, Inc. Common Stock | $1,001 - $15,000 e | Source |
| 2021-10-07 | 2021-09-30 | Buy | FITB Fifth Third Bancorp - Common Stock | $1,001 - $15,000 e | Source |
| 2021-10-07 | 2021-09-30 | Buy | ASML ASML Holding N.V. - New York Registry Shares | $1,001 - $15,000 e | Source |
| 2021-10-07 | 2021-09-30 | Buy | VZ Verizon Communications Inc. Common Stock | $1,001 - $15,000 d | Source |
| 2021-10-07 | 2021-09-30 | Buy | ROP Roper Technologies, Inc. | $1,001 - $15,000 d | Source |
| 2021-10-07 | 2021-09-30 | Buy | TJX TJX Companies, Inc. | $1,001 - $15,000 c | Source |
| 2021-10-07 | 2021-09-30 | Buy | SYF Synchrony Financial Common Stock | $1,001 - $15,000 c | Source |
| 2021-10-07 | 2021-09-30 | Buy | PEP Pepsico, Inc. | $1,001 - $15,000 c | Source |
| 2021-10-07 | 2021-09-30 | Buy | NWL Newell Brands Inc. | $1,001 - $15,000 c | Source |
| 2021-10-07 | 2021-09-30 | Buy | MRK Merck & Company, Inc. Common Stock | $1,001 - $15,000 c | Source |
| 2021-10-07 | 2021-09-30 | Buy | MDNDF McDonalds Company ltd Tokyo Ordinary shares | $1,001 - $15,000 c | Source |
| 2021-10-07 | 2021-09-30 | Buy | MA Mastercard Incorporated Common Stock | $1,001 - $15,000 c | Source |
| 2021-10-07 | 2021-09-30 | Buy | GIS General Mills, Inc. Common Stock | $1,001 - $15,000 c | Source |
| 2021-10-07 | 2021-09-30 | Buy | ES Eversource Energy | $1,001 - $15,000 c | Source |
| 2021-10-07 | 2021-09-30 | Buy | CRL Charles River Laboratories International, Inc. | $1,001 - $15,000 c | Source |
| 2021-10-07 | 2021-09-30 | Buy | AMZN Amazon.com, Inc. - Common Stock | $1,001 - $15,000 c | Source |
| 2021-10-07 | 2021-09-02 | Buy | TMUS T-Mobile US, Inc. | $1,001 - $15,000 g | Source |
| 2021-10-07 | 2021-09-02 | Buy | SHW Sherwin-Williams Company | $1,001 - $15,000 g | Source |
| 2021-10-07 | 2021-09-02 | Buy | NXPI NXP Semiconductors N.V. - Common Stock | $1,001 - $15,000 g | Source |
| 2021-10-07 | 2021-09-02 | Buy | ALLY Ally Financial Inc. Common Stock | $1,001 - $15,000 g | Source |
| 2021-10-07 | 2021-09-02 | Buy | V Visa Inc. | $1,001 - $15,000 f | Source |
| 2021-10-07 | 2021-09-02 | Buy | CME CME Group Inc. - Class A Common Stock | $1,001 - $15,000 f | Source |
| 2021-10-07 | 2021-09-02 | Buy | TRU TransUnion | $1,001 - $15,000 e | Source |
| 2021-10-07 | 2021-09-02 | Buy | SBUX Starbucks Corporation - Common Stock | $1,001 - $15,000 e | Source |
| 2021-10-07 | 2021-09-02 | Buy | EW Edwards Lifesciences Corporation Common Stock | $1,001 - $15,000 e | Source |
| 2021-10-07 | 2021-09-02 | Buy | BRK.B Berkshire Hathaway Inc. New Common Stock | $1,001 - $15,000 e | Source |
| 2021-10-07 | 2021-09-02 | Buy | ARCC Ares Capital Corporation - Closed End Fund | $1,001 - $15,000 e | Source |
| 2021-10-07 | 2021-09-02 | Buy | AGR Avangrid, Inc. | $1,001 - $15,000 e | Source |
| 2021-10-07 | 2021-09-02 | Buy | TT Trane Technologies plc | $1,001 - $15,000 d | Source |
| 2021-10-07 | 2021-09-02 | Buy | HD Home Depot, Inc. | $1,001 - $15,000 d | Source |
| 2021-10-07 | 2021-09-02 | Buy | DIS Walt Disney Company | $1,001 - $15,000 d | Source |
| 2021-10-07 | 2021-09-02 | Buy | CMCSA Comcast Corporation - Class A Common Stock | $1,001 - $15,000 d | Source |
| 2021-10-07 | 2021-09-02 | Buy | ZTS Zoetis Inc. Class A Common Stock | $1,001 - $15,000 c | Source |
| 2021-10-07 | 2021-09-02 | Buy | WMT Walmart Inc. - Common Stock | $1,001 - $15,000 c | Source |
| 2021-10-07 | 2021-09-02 | Buy | UNH UnitedHealth Group Incorporated Common Stock | $1,001 - $15,000 c | Source |
| 2021-10-07 | 2021-09-02 | Buy | TMO Thermo Fisher Scientific Inc Common Stock | $1,001 - $15,000 c | Source |
| 2021-10-07 | 2021-09-02 | Buy | PGX Invesco Preferred ETF | $1,001 - $15,000 c | Source |
| 2021-10-07 | 2021-09-02 | Buy | KO Coca-Cola Company | $1,001 - $15,000 c | Source |
| 2021-10-07 | 2021-09-02 | Buy | JPM JP Morgan Chase & Co. Common Stock | $1,001 - $15,000 c | Source |
| 2021-10-07 | 2021-09-02 | Buy | CTAS Cintas Corporation - Common Stock | $1,001 - $15,000 c | Source |
| 2021-10-07 | 2021-09-02 | Buy | COST Costco Wholesale Corporation - Common Stock | $1,001 - $15,000 c | Source |
| 2021-10-07 | 2021-09-02 | Buy | BX Blackstone Inc. Common Stock | $1,001 - $15,000 c | Source |
| 2021-10-07 | 2021-09-02 | Buy | AON Aon plc Class A Ordinary Shares (Ireland) | $1,001 - $15,000 c | Source |
| 2021-10-07 | 2021-09-02 | Buy | ADBE Adobe Inc. - Common Stock | $1,001 - $15,000 c | Source |
| 2021-10-07 | 2021-09-02 | Buy | ACN Accenture plc Class A Ordinary Shares | $1,001 - $15,000 c | Source |
| 2021-10-07 | 2021-09-01 | Sale | gilead Sciences Inc. | $1,001 - $15,000 e | Source |
| 2021-09-10 | 2021-08-24 | Partial sale | CVS Health Corporation Common Stock | $1,001 - $15,000 f | Source |
| 2021-09-10 | 2021-08-09 | Buy | Applied Materials, Inc. - Common Stock | $15,001 - g $50,000 | Source |
| 2021-09-10 | 2021-08-09 | Buy | V Visa Inc. | $1,001 - $15,000 g | Source |
| 2021-09-10 | 2021-08-09 | Buy | TMUS T-Mobile US, Inc. | $1,001 - $15,000 g | 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.