Congress Watch

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

460transactions
235purchases
225sales
21 dmedian delay to file

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.

+19.8%copied holdings, per year
+13.9%S&P 500, same days
48%avg share invested
87trades executed
Value of $10,000 copying Zoe Lofgren versus the S&P 5008,33617,20626,07534,94543,8142016-032021-072026-11Copy portfolioS&P 500 (SPY)Buy DECK, 2016-03-11Buy AAPL, 2017-07-21Buy ADBE, 2017-07-21Buy AEP, 2017-07-21Buy APH, 2017-07-21Buy ARCC, 2017-07-21Buy AWK, 2017-07-21Buy BAC, 2017-07-21Buy BGS, 2017-07-21Buy BLK, 2017-07-21Buy BRK.B, 2017-07-21Buy CINF, 2017-07-21Buy CL, 2017-07-21Buy CMCSA, 2017-07-21Buy CME, 2017-07-21Buy COST, 2017-07-21Buy CTAS, 2017-07-21Buy D, 2017-07-21Buy DHR, 2017-07-21Buy DIS, 2017-07-21Sell ADBE, 2019-10-11Sell BLK, 2019-10-11Buy AON, 2020-03-13Sell AAPL, 2020-04-14Sell ADBE, 2020-04-14Sell AEP, 2020-04-14Sell APH, 2020-04-14Sell ARCC, 2020-04-14Sell AWK, 2020-04-14Sell BAC, 2020-04-14Sell BRK.B, 2020-04-14Sell CINF, 2020-04-14Sell CL, 2020-04-14Sell CMCSA, 2020-04-14Sell CME, 2020-04-14Sell COST, 2020-04-14Sell CTAS, 2020-04-14Sell D, 2020-04-14Sell DHR, 2020-04-14Sell DIS, 2020-04-14Buy CSCO, 2020-07-13Buy GIS, 2020-07-13Buy HCA, 2020-07-13Buy QCOM, 2020-07-13Sell CSCO, 2021-09-13Sell GIS, 2021-09-13Sell HCA, 2021-09-13Sell QCOM, 2021-09-13Buy ACN, 2021-09-13Buy ADBE, 2021-09-13Buy ALLY, 2021-09-13Buy AON, 2021-09-13Buy BX, 2021-09-13Buy CTAS, 2021-09-13Buy EW, 2021-09-13Buy HD, 2021-09-13Buy JPM, 2021-09-13Buy MA, 2021-09-13Buy NXPI, 2021-09-13Buy SBUX, 2021-09-13Buy TMO, 2021-09-13Buy TMUS, 2021-09-13Buy TT, 2021-09-13Buy ACN, 2021-10-11Sell HD, 2021-11-08Buy LCID, 2021-11-08Buy KLAC, 2022-05-13Sell ALLY, 2022-07-18Buy DIS, 2022-09-16Buy BAC, 2022-10-14Sell ACN, 2023-06-09Sell ADBE, 2023-06-09Sell AON, 2023-06-09Sell BAC, 2023-06-09Sell BX, 2023-06-09Sell CTAS, 2023-06-09Sell DECK, 2023-06-09Sell DIS, 2023-06-09Sell EW, 2023-06-09Sell JPM, 2023-06-09Sell LCID, 2023-06-09Sell MA, 2023-06-09Sell NXPI, 2023-06-09Sell SBUX, 2023-06-09Sell TMO, 2023-06-09Sell TMUS, 2023-06-09Sell TT, 2023-06-09

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 copying Zoe LofgrenJanFebMarAprMayJunJulAugSepOctNovDec2026Jan 2026: +0.7%Feb 2026: +0.4%Mar 2026: -0.2%Apr 2026: +1.0%May 2026: +0.5%Jun 2026: +3.7%Jul 2026: -3.9%Aug 2026: -0.2%Sep 2026: +0.6%Oct 2026: -1.3%Nov 2026: -0.6%Dec 2026: no activity2025Jan 2025: +0.3%Feb 2025: -0.1%Mar 2025: -0.1%Apr 2025: +0.1%May 2025: -0.0%Jun 2025: +0.5%Jul 2025: -0.1%Aug 2025: +0.0%Sep 2025: +0.7%Oct 2025: +0.4%Nov 2025: -0.1%Dec 2025: +0.1%2024Jan 2024: +0.0%Feb 2024: +0.4%Mar 2024: +0.1%Apr 2024: -0.1%May 2024: +0.1%Jun 2024: +0.1%Jul 2024: +0.0%Aug 2024: -0.0%Sep 2024: -0.1%Oct 2024: -0.4%Nov 2024: -0.2%Dec 2024: -0.0%2023Jan 2023: +8.6%Feb 2023: -3.7%Mar 2023: +4.1%Apr 2023: +2.4%May 2023: -2.6%Jun 2023: +2.5%Jul 2023: +0.1%Aug 2023: -0.1%Sep 2023: -0.4%Oct 2023: -0.1%Nov 2023: +0.4%Dec 2023: +0.2%2022Jan 2022: -9.2%Feb 2022: -3.7%Mar 2022: +0.7%Apr 2022: -8.9%May 2022: +2.7%Jun 2022: -8.6%Jul 2022: +12.1%Aug 2022: -4.1%Sep 2022: -7.6%Oct 2022: +8.3%Nov 2022: +8.0%Dec 2022: -4.8%2021Jan 2021: +1.0%Feb 2021: +1.0%Mar 2021: +2.1%Apr 2021: +1.5%May 2021: +0.7%Jun 2021: +2.3%Jul 2021: +3.7%Aug 2021: +1.3%Sep 2021: -6.4%Oct 2021: +6.8%Nov 2021: +0.1%Dec 2021: -0.5%2020Jan 2020: +3.2%Feb 2020: -8.1%Mar 2020: -12.7%Apr 2020: +8.7%May 2020: +3.1%Jun 2020: +0.9%Jul 2020: +3.8%Aug 2020: +0.5%Sep 2020: -0.2%Oct 2020: +1.1%Nov 2020: +4.0%Dec 2020: +3.0%2019Jan 2019: +4.6%Feb 2019: +5.5%Mar 2019: +1.0%Apr 2019: +6.8%May 2019: -3.9%Jun 2019: +7.2%Jul 2019: +0.1%Aug 2019: +0.3%Sep 2019: +1.6%Oct 2019: +0.4%Nov 2019: +2.6%Dec 2019: +2.3%2018Jan 2018: +3.4%Feb 2018: -1.3%Mar 2018: -1.9%Apr 2018: -0.6%May 2018: +4.0%Jun 2018: +0.6%Jul 2018: +4.3%Aug 2018: +3.9%Sep 2018: -0.9%Oct 2018: -2.2%Nov 2018: +2.9%Dec 2018: -6.6%2017Jan 2017: +0.2%Feb 2017: -0.4%Mar 2017: +0.6%Apr 2017: -0.0%May 2017: +0.9%Jun 2017: -0.1%Jul 2017: +0.7%Aug 2017: +0.6%Sep 2017: +1.8%Oct 2017: +2.8%Nov 2017: +6.0%Dec 2017: +0.3%2016Jan 2016: no activityFeb 2016: no activityMar 2016: +0.3%Apr 2016: -0.2%May 2016: -0.5%Jun 2016: +0.4%Jul 2016: +0.7%Aug 2016: -0.1%Sep 2016: -0.5%Oct 2016: -0.6%Nov 2016: +0.6%Dec 2016: -0.4%

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.

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Activity by year

Disclosed stock transactions per year, Zoe Lofgren01002002015: 120152016: 520162017: 8420172018: 2020182019: 4320192020: 7220202021: 11020212022: 2220222023: 10120232026: 22026

Transactions by the year the report was filed.

Trades by month

Disclosed stock transactions per month, Zoe LofgrenJanFebMarAprMayJunJulAugSepOctNovDec2026Jan 2026: 1 tradeFeb 2026: no activityMar 2026: no activityApr 2026: no activityMay 2026: no activityJun 2026: no activityJul 2026: no activityAug 2026: no activitySep 2026: no activityOct 2026: no activityNov 2026: no activityDec 2026: no activity2025Jan 2025: no activityFeb 2025: no activityMar 2025: no activityApr 2025: no activityMay 2025: no activityJun 2025: no activityJul 2025: no activityAug 2025: no activitySep 2025: no activityOct 2025: no activityNov 2025: no activityDec 2025: no activity2024Jan 2024: no activityFeb 2024: no activityMar 2024: no activityApr 2024: no activityMay 2024: no activityJun 2024: no activityJul 2024: no activityAug 2024: no activitySep 2024: no activityOct 2024: no activityNov 2024: no activityDec 2024: no activity2023Jan 2023: no activityFeb 2023: no activityMar 2023: no activityApr 2023: no activityMay 2023: 1 tradeJun 2023: 72 tradesJul 2023: no activityAug 2023: no activitySep 2023: no activityOct 2023: no activityNov 2023: no activityDec 2023: no activity2022Jan 2022: no activityFeb 2022: no activityMar 2022: no activityApr 2022: no activityMay 2022: 3 tradesJun 2022: no activityJul 2022: 1 tradeAug 2022: no activitySep 2022: 3 tradesOct 2022: 5 tradesNov 2022: no activityDec 2022: no activity2021Jan 2021: no activityFeb 2021: no activityMar 2021: no activityApr 2021: no activityMay 2021: no activityJun 2021: no activityJul 2021: no activityAug 2021: no activitySep 2021: 22 tradesOct 2021: 63 tradesNov 2021: 5 tradesDec 2021: no activity2020Jan 2020: no activityFeb 2020: no activityMar 2020: 2 tradesApr 2020: 63 tradesMay 2020: no activityJun 2020: no activityJul 2020: 4 tradesAug 2020: no activitySep 2020: no activityOct 2020: no activityNov 2020: no activityDec 2020: no activity2019Jan 2019: 1 tradeFeb 2019: no activityMar 2019: no activityApr 2019: no activityMay 2019: no activityJun 2019: no activityJul 2019: no activityAug 2019: 1 tradeSep 2019: no activityOct 2019: 10 tradesNov 2019: 1 tradeDec 2019: no activity2018Jan 2018: no activityFeb 2018: no activityMar 2018: no activityApr 2018: 2 tradesMay 2018: no activityJun 2018: no activityJul 2018: 1 tradeAug 2018: no activitySep 2018: 10 tradesOct 2018: 1 tradeNov 2018: no activityDec 2018: 6 trades2017Jan 2017: no activityFeb 2017: no activityMar 2017: no activityApr 2017: no activityMay 2017: no activityJun 2017: no activityJul 2017: 78 tradesAug 2017: no activitySep 2017: no activityOct 2017: 1 tradeNov 2017: 4 tradesDec 2017: no activity2016Jan 2016: 2 tradesFeb 2016: no activityMar 2016: 1 tradeApr 2016: no activityMay 2016: 1 tradeJun 2016: no activityJul 2016: no activityAug 2016: no activitySep 2016: no activityOct 2016: 1 tradeNov 2016: no activityDec 2016: no activity2015Jan 2015: no activityFeb 2015: no activityMar 2015: no activityApr 2015: no activityMay 2015: no activityJun 2015: no activityJul 2015: no activityAug 2015: 1 tradeSep 2015: no activityOct 2015: no activityNov 2015: no activityDec 2015: no activity

Disclosed stock and fund transactions by the month the report was filed; darker means more.

By year: 2023 · 2022 · 2021 · 2020 · 2019 · 2018 · 2017 ·

Most traded stocks

StockTradesBuysSales
ZTS Zoetis Inc. Class A Common Stock 633
V Visa Inc. 633
UNH UnitedHealth Group Incorporated Common Stock 633
MA Mastercard Incorporated Common Stock 633
GIS General Mills, Inc. Common Stock 633
ADBE Adobe Inc. - Common Stock 633
TMUS T-Mobile US, Inc. 532
TMO Thermo Fisher Scientific Inc Common Stock 532
SBUX Starbucks Corporation - Common Stock 532
JPM JP Morgan Chase & Co. Common Stock 532
HD Home Depot, Inc. 532
EW Edwards Lifesciences Corporation Common Stock 532
DIS Walt Disney Company 532
CTAS Cintas Corporation - Common Stock 532
WMT Walmart Inc. - Common Stock 422

Disclosed transactions

Download stock and fund transactions as CSV · Compare Zoe Lofgren with another member

FiledTradedTypeAssetAmountFiling
2021-09-102021-08-09Buy Pfizer, Inc. Common Stock $1,001 - $15,000 g Source
2021-09-102021-08-09Buy HD Home Depot, Inc. $1,001 - $15,000 g Source
2021-09-102021-08-09Buy CTAS Cintas Corporation - Common Stock $1,001 - $15,000 g Source
2021-09-102021-08-09Buy AON Aon plc Class A Ordinary Shares (Ireland) $1,001 - $15,000 g Source
2021-09-102021-08-09Buy ADBE Adobe Inc. - Common Stock $1,001 - $15,000 g Source
2021-09-102021-08-09Buy ACN Accenture plc Class A Ordinary Shares $1,001 - $15,000 g Source
2021-09-102021-08-09Buy ZTS Zoetis Inc. Class A Common Stock $1,001 - $15,000 f Source
2021-09-102021-08-09Buy UNH UnitedHealth Group Incorporated Common Stock $1,001 - $15,000 f Source
2021-09-102021-08-09Buy MA Mastercard Incorporated Common Stock $1,001 - $15,000 f Source
2021-09-102021-08-09Buy American Tower Corporation $1,001 - $15,000 f Source
2021-09-102021-08-09Buy Westpac banking Corporation $1,001 - $15,000 e Source
2021-09-102021-08-09Buy UnitedHealth Group Incorporated Common Stock $1,001 - $15,000 e Source
2021-09-102021-08-09Buy TT Trane Technologies plc $1,001 - $15,000 e Source
2021-09-102021-08-09Buy TMO Thermo Fisher Scientific Inc Common Stock $1,001 - $15,000 e Source
2021-09-102021-08-09Buy JPM JP Morgan Chase & Co. Common Stock $1,001 - $15,000 e Source
2021-09-102021-08-09Buy CVS Health Corporation Common Stock $1,001 - $15,000 e Source
2021-09-102021-08-09Buy ALLY Ally Financial Inc. Common Stock $1,001 - $15,000 e Source
2021-09-102021-08-09Buy Credit Suisse uSA Inc. $1,001 - $15,000 e Source
2021-09-102021-08-09Buy Morgan Stanley Common Stock $1,001 - $15,000 d Source
2021-09-102021-08-09Buy Walgreens Boots Alliance, Inc. - Common Stock $1,001 - $15,000 c Source
2021-09-102021-08-09Buy Verizon Communications Inc. Common Stock $1,001 - $15,000 c Source
2021-09-102021-08-09Buy SBUX Starbucks Corporation - Common Stock $1,001 - $15,000 c Source
2021-09-102021-08-09Buy NXPI NXP Semiconductors N.V. - Common Stock $1,001 - $15,000 c Source
2021-09-102021-08-09Buy NetApp, Inc. - Common Stock $1,001 - $15,000 c Source
2021-09-102021-08-09Buy EW Edwards Lifesciences Corporation Common Stock $1,001 - $15,000 c Source
2021-09-102021-08-09Buy BX Blackstone Inc. Common Stock $1,001 - $15,000 c Source
2021-09-102021-08-09Buy Anheuser-Busch Inbev SA Sponsored ADR $1,001 - $15,000 c Source
2021-09-102021-08-09Buy AbbVie Inc. Common Stock $1,001 - $15,000 c Source
2021-09-102021-08-09Buy uS bancorp $1,001 - $15,000 c Source
2021-09-102021-08-09Buy ViacomCbS Inc. $1,001 - $15,000 c Source
2021-09-102021-08-09Buy Jefferies group LLC $1,001 - $15,000 c Source
2021-09-102021-08-02Sale QCOM QUALCOMM Incorporated - Common Stock $1,001 - $15,000 g Source
2021-09-102021-08-02Sale GIS General Mills, Inc. Common Stock $1,001 - $15,000 g Source
2021-09-102021-08-02Sale CSCO Cisco Systems, Inc. - Common Stock $1,001 - $15,000 g Source
2021-09-102021-08-02Sale HCA HCA Healthcare, Inc. Common Stock $1,001 - $15,000 d Source
2020-08-122020-07-20Sale Waste Management, Inc. Common Stock $1,001 - $15,000 f Source
2020-08-122020-07-07Sale Anheuser-busch Inbev Fin $1,001 - $15,000 e Source
2020-07-082020-06-29Sale Verizon Comm. Inc. $1,001 - $15,000 g Source
2020-07-082020-06-16Buy QCOM QUALCOMM Incorporated - Common Stock $1,001 - $15,000 g Source
2020-07-082020-06-16Buy GIS General Mills, Inc. Common Stock $1,001 - $15,000 c Source
2020-07-082020-06-16Buy CSCO Cisco Systems, Inc. - Common Stock $1,001 - $15,000 c Source
2020-07-082020-06-15Buy HCA HCA Healthcare, Inc. Common Stock $1,001 - $15,000 f Source
2020-04-112020-03-23Sale WMT Walmart Inc. - Common Stock $1,001 - $15,000 g Source
2020-04-112020-03-23Sale T AT&T Inc. $1,001 - $15,000 g Source
2020-04-112020-03-23Sale MA Mastercard Incorporated Common Stock $1,001 - $15,000 g Source
2020-04-112020-03-23Sale ES Eversource Energy $1,001 - $15,000 g Source
2020-04-112020-03-23Sale DUK Duke Energy Corporation $1,001 - $15,000 g Source
2020-04-112020-03-23Sale AEP American Electric Power Company, Inc. $1,001 - $15,000 g Source
2020-04-112020-03-23Sale AAPL Apple Inc. - Common Stock $1,001 - $15,000 g Source
2020-04-112020-03-23Sale ZTS Zoetis Inc. Class A Common Stock $1,001 - $15,000 f Source
2020-04-112020-03-23Sale PLD Prologis, Inc. Common Stock $1,001 - $15,000 f Source
2020-04-112020-03-23Sale NNN National Retail Properties $1,001 - $15,000 f Source
2020-04-112020-03-23Sale HD Home Depot, Inc. $1,001 - $15,000 f Source
2020-04-112020-03-23Sale CL Colgate-Palmolive Company Common Stock $1,001 - $15,000 f Source
2020-04-112020-03-23Sale CINF Cincinnati Financial Corporation - Common Stock $1,001 - $15,000 f Source
2020-04-112020-03-23Sale BAC Bank of America Corporation Common Stock $1,001 - $15,000 f Source
2020-04-112020-03-23Sale XEL Xcel Energy Inc. $1,001 - $15,000 e Source
2020-04-112020-03-23Sale WPC W. P. Carey Inc. $1,001 - $15,000 e Source
2020-04-112020-03-23Sale PG Procter & Gamble Company $1,001 - $15,000 e Source
2020-04-112020-03-23Sale MAA Mid-America Apartment Communities, Inc.... $1,001 - $15,000 e Source
2020-04-112020-03-23Sale JNJ Johnson & Johnson Common Stock $1,001 - $15,000 e Source
2020-04-112020-03-23Sale INTC Intel Corporation - Common Stock $1,001 - $15,000 e Source
2020-04-112020-03-23Sale CTAS Cintas Corporation - Common Stock $1,001 - $15,000 e Source
2020-04-112020-03-23Sale CB Chubb Limited Common Stock $1,001 - $15,000 e Source
2020-04-112020-03-23Sale AGR Avangrid, Inc. $1,001 - $15,000 e Source
2020-04-112020-03-23Sale UNH UnitedHealth Group Incorporated Common Stock $1,001 - $15,000 d Source
2020-04-112020-03-23Sale TMO Thermo Fisher Scientific Inc Common Stock $1,001 - $15,000 d Source
2020-04-112020-03-23Sale JPM JP Morgan Chase & Co. Common Stock $1,001 - $15,000 d Source
2020-04-112020-03-23Sale HTA Healthcare Trust of America, Inc. Class A $1,001 - $15,000 d Source
2020-04-112020-03-23Sale FB Facebook, Inc. $1,001 - $15,000 d Source
2020-04-112020-03-23Sale EW Edwards Lifesciences Corporation Common Stock $1,001 - $15,000 d Source
2020-04-112020-03-23Sale DIS Walt Disney Company $1,001 - $15,000 d Source
2020-04-112020-03-23Sale DHR Danaher Corporation Common Stock $1,001 - $15,000 d Source
2020-04-112020-03-23Sale AWK American Water Works Company, Inc. Common Stock $1,001 - $15,000 d Source
2020-04-112020-03-23Sale VZ Verizon Communications Inc. Common Stock $1,001 - $15,000 c Source
2020-04-112020-03-23Sale V Visa Inc. $1,001 - $15,000 c Source
2020-04-112020-03-23Sale TT Trane Technologies plc $1,001 - $15,000 c Source
2020-04-112020-03-23Sale TMUS T-Mobile US, Inc. $1,001 - $15,000 c Source
2020-04-112020-03-23Sale PHM PulteGroup, Inc. Common Stock $1,001 - $15,000 c Source
2020-04-112020-03-23Sale PEP Pepsico, Inc. $1,001 - $15,000 c Source
2020-04-112020-03-23Sale PAYX Paychex, Inc. - Common Stock $1,001 - $15,000 c Source
2020-04-112020-03-23Sale NEE NextEra Energy, Inc. Common Stock $1,001 - $15,000 c Source
2020-04-112020-03-23Sale MSFT Microsoft Corporation - Common Stock $1,001 - $15,000 c Source
2020-04-112020-03-23Sale MRK Merck & Company, Inc. Common Stock $1,001 - $15,000 c Source
2020-04-112020-03-23Sale MCD McDonald's Corporation Common Stock $1,001 - $15,000 c Source
2020-04-112020-03-23Sale LAMR Lamar Advertising Company - Class A Common Stock $1,001 - $15,000 c Source
2020-04-112020-03-23Sale KO Coca-Cola Company $1,001 - $15,000 c Source
2020-04-112020-03-23Sale KMB Kimberly-Clark Corporation Common Stock $1,001 - $15,000 c Source
2020-04-112020-03-23Sale GOOGL Alphabet Inc. - Class A Common Stock $1,001 - $15,000 c Source
2020-04-112020-03-23Sale ESS Essex Property Trust, Inc. Common Stock $1,001 - $15,000 c Source
2020-04-112020-03-23Sale D Dominion Energy Inc $1,001 - $15,000 c Source
2020-04-112020-03-23Sale COST Costco Wholesale Corporation - Common Stock $1,001 - $15,000 c Source
2020-04-112020-03-23Sale CMS CMS Energy Corporation Common Stock $1,001 - $15,000 c Source
2020-04-112020-03-23Sale CME CME Group Inc. - Class A Common Stock $1,001 - $15,000 c Source
2020-04-112020-03-23Sale CMCSA Comcast Corporation - Class A Common Stock $1,001 - $15,000 c Source
2020-04-112020-03-23Sale BRK.B Berkshire Hathaway Inc. New Common Stock $1,001 - $15,000 c Source
2020-04-112020-03-23Sale ARCC Ares Capital Corporation - Closed End Fund $1,001 - $15,000 c Source
2020-04-112020-03-23Sale ADBE Adobe Inc. - Common Stock $1,001 - $15,000 c Source
2020-04-112020-03-17Sale PNC PNC Financial Services Group, Inc. $1,001 - $15,000 g Source
2020-04-112020-03-17Sale APH Amphenol Corporation Common Stock $1,001 - $15,000 e Source

Other members from CA

Members who trade the same stocks

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.

Atom feed of Zoe Lofgren's new filings