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 |
|---|---|---|---|---|---|
| 2020-04-11 | 2020-03-17 | Sale | UNP Union Pacific Corporation Common Stock | $1,001 - $15,000 c | Source |
| 2020-04-11 | 2020-03-17 | Sale | MGA Magna International, Inc. Common Stock | $1,001 - $15,000 c | Source |
| 2020-04-11 | 2020-03-16 | Sale | SYY Sysco Corporation | $1,001 - $15,000 g | Source |
| 2020-04-11 | 2020-03-16 | Sale | EPR EPR Properties (NYSE) | $1,001 - $15,000 f | Source |
| 2020-04-11 | 2020-03-13 | Sale | PRU Prudential Financial, Inc. Common Stock | $1,001 - $15,000 c | Source |
| 2020-03-10 | 2020-02-18 | Buy | TMUS T-Mobile US, Inc. | $1,001 - $15,000 c | Source |
| 2020-03-10 | 2020-02-18 | Buy | AON Aon plc Class A Ordinary Shares (Ireland) | $1,001 - $15,000 c | Source |
| 2019-12-09 | 2019-11-25 | Buy | Bank of Montreal Medium Term Note | $1,001 - $15,000 f | Source |
| 2019-12-09 | 2019-11-25 | Buy | Waste Management Inc. | $1,001 - $15,000 e | Source |
| 2019-11-08 | 2019-10-31 | Sale | SIX Six Flags Entertainment Corporation New | $1,001 - $15,000 f | Source |
| 2019-11-08 | 2019-10-21 | Buy | Pepsico Inc. | $15,001 - c $50,000 | Source |
| 2019-11-08 | 2019-10-07 | Sale | Simon Property group | $1,001 - $15,000 g | Source |
| 2019-10-08 | 2019-09-30 | Sale | Pepsico Inc | $15,001 - d $50,000 | Source |
| 2019-10-08 | 2019-09-11 | Partial sale | UNH UnitedHealth Group Incorporated Common Stock | $1,001 - $15,000 g | Source |
| 2019-10-08 | 2019-09-11 | Partial sale | PHM PulteGroup, Inc. Common Stock | $1,001 - $15,000 g | Source |
| 2019-10-08 | 2019-09-11 | Sale | BLK BlackRock, Inc. Common Stock | $1,001 - $15,000 f | Source |
| 2019-10-08 | 2019-09-11 | Partial sale | GOOGL Alphabet Inc. - Class A Common Stock | $1,001 - $15,000 e | Source |
| 2019-10-08 | 2019-09-11 | Partial sale | V Visa Inc. | $1,001 - $15,000 d | Source |
| 2019-10-08 | 2019-09-11 | Partial sale | ZTS Zoetis Inc. Class A Common Stock | $1,001 - $15,000 c | Source |
| 2019-10-08 | 2019-09-11 | Sale | CMA Comerica Incorporated | $1,001 - $15,000 c | Source |
| 2019-10-08 | 2019-09-11 | Partial sale | WPC W. P. Carey Inc. | $1,001 - $15,000 b | Source |
| 2019-10-08 | 2019-09-11 | Partial sale | MA Mastercard Incorporated Common Stock | $1,001 - $15,000 b | Source |
| 2019-10-08 | 2019-09-11 | Partial sale | ADBE Adobe Inc. - Common Stock | $1,001 - $15,000 b | Source |
| 2019-10-08 | 2019-09-09 | Buy | Cisco Systems Inc. Noncallable | $15,001 - d $50,000 | Source |
| 2019-08-07 | 2019-07-02 | Sale | STI SunTrust Banks, Inc. | $1,001 - $15,000 g | Source |
| 2019-07-08 | 2019-06-19 | Sale | Dow Chemical Co | $1,001 - $15,000 g | Source |
| 2019-05-08 | 2019-04-25 | Partial sale | Anheuser-Busch Inbev Fin | $1,001 - $15,000 c | Source |
| 2019-05-08 | 2019-04-01 | Buy | Westpac Banking Corp Noncallable | $15,001 - e $50,000 | Source |
| 2019-04-09 | 2019-03-25 | Buy | JP Morgan Chase & Co. | $15,001 - g $50,000 | Source |
| 2019-04-09 | 2019-03-25 | Buy | united Parcel Service | $15,001 - f $50,000 | Source |
| 2019-04-09 | 2019-03-25 | Buy | Wells Fargo Co MTN | $15,001 - f $50,000 | Source |
| 2019-04-09 | 2019-03-25 | Buy | Tyson Foods Inc. | $1,001 - $15,000 g | Source |
| 2019-04-09 | 2019-03-25 | Buy | Simon Property group | $1,001 - $15,000 g | Source |
| 2019-04-09 | 2019-03-25 | Buy | Capital One Finl Co | $1,001 - $15,000 g | Source |
| 2019-04-09 | 2019-03-25 | Buy | Home Depot Inc. | $1,001 - $15,000 f | Source |
| 2019-04-09 | 2019-03-25 | Buy | Dow Chemical Co. | $1,001 - $15,000 e | Source |
| 2019-04-09 | 2019-03-19 | Buy | Bank of America Corp. MTN | $15,001 - f $50,000 | Source |
| 2019-04-09 | 2019-03-19 | Buy | Oracle Corp. | $15,001 - c $50,000 | Source |
| 2019-04-09 | 2019-03-19 | Buy | gilead Sciences Inc. | $1,001 - $15,000 g | Source |
| 2019-04-09 | 2019-03-19 | Buy | general Motors Finl Co | $1,001 - $15,000 g | Source |
| 2019-04-09 | 2019-03-19 | Buy | AT&T Inc. | $1,001 - $15,000 d | Source |
| 2019-04-09 | 2019-03-19 | Buy | Bank of Nova Scotia MTN | $1,001 - $15,000 c | Source |
| 2019-04-09 | 2019-03-12 | Buy | Pepsico Inc. | $15,001 - d $50,000 | Source |
| 2019-04-09 | 2019-03-11 | Buy | goldman Sachs grp Inc. MTN | $15,001 - g $50,000 | Source |
| 2019-04-09 | 2019-03-11 | Buy | Anheuser-Busch Inbev Fin | $15,001 - d $50,000 | Source |
| 2019-04-09 | 2019-03-11 | Buy | Citigroup Inc. | $15,001 - c $50,000 | Source |
| 2019-04-09 | 2019-03-11 | Buy | Verizon Comm Inc. | $1,001 - $15,000 g | Source |
| 2019-04-09 | 2019-03-11 | Buy | Sumitomo Mitsui Finl grp | $1,001 - $15,000 g | Source |
| 2019-04-09 | 2019-03-11 | Buy | Morgan Stanley | $1,001 - $15,000 f | Source |
| 2019-01-03 | 2018-12-19 | Sale | BABA Alibaba Group Holding Limited American Depositary | $1,001 - $15,000 e | Source |
| 2018-12-14 | 2018-11-02 | Sale | TXN Texas Instruments Incorporated - Common Stock | $1,001 - $15,000 f | Source |
| 2018-12-14 | 2018-11-02 | Sale | ECL Ecolab Inc. (NYSE) | $1,001 - $15,000 e | Source |
| 2018-12-14 | 2018-11-02 | Buy | CMA Comerica Incorporated | $1,001 - $15,000 e | Source |
| 2018-12-14 | 2018-11-02 | Sale | MMM 3M Company Common Stock | $1,001 - $15,000 c | Source |
| 2018-12-14 | 2018-11-02 | Buy | CB Chubb Limited Common Stock | $1,001 - $15,000 c | Source |
| 2018-12-14 | 2018-11-02 | Buy | BABA Alibaba Group Holding Limited American Depositary | $1,001 - $15,000 c | Source |
| 2018-10-09 | 2018-09-21 | Sale | TSLA Tesla, Inc. - Common Stock | $15,001 - g $50,000 | Source |
| 2018-09-13 | 2018-08-30 | Sale | GIS General Mills, Inc. Common Stock | $1,001 - $15,000 g | Source |
| 2018-09-13 | 2018-08-30 | Sale | VMC Vulcan Materials Company | $1,001 - $15,000 f | Source |
| 2018-09-13 | 2018-08-30 | Sale | LLY Eli Lilly and Company Common Stock | $1,001 - $15,000 f | Source |
| 2018-09-13 | 2018-08-30 | Sale | LII Lennox International, Inc. | $1,001 - $15,000 f | Source |
| 2018-09-13 | 2018-08-30 | Sale | GPT gramercy Property Trust | $1,001 - $15,000 e | Source |
| 2018-09-13 | 2018-08-30 | Sale | GSK GlaxoSmithKline plc | $1,001 - $15,000 d | Source |
| 2018-09-13 | 2018-08-30 | Sale | USB U.S. Bancorp Common Stock | $1,001 - $15,000 c | Source |
| 2018-09-13 | 2018-08-30 | Sale | PPL PPL Corporation | $1,001 - $15,000 c | Source |
| 2018-09-13 | 2018-08-30 | Sale | CELG Celgene Corporation | $1,001 - $15,000 c | Source |
| 2018-09-13 | 2018-08-07 | Sale | SBUX Starbucks Corporation - Common Stock | $1,001 - $15,000 d | Source |
| 2018-07-05 | 2018-06-13 | Sale | LTC Litecoin | $1,001 - $15,000 g | Source |
| 2018-04-05 | 2018-03-16 | Buy | PRU Prudential Financial, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2018-04-05 | 2018-03-16 | Buy | BBT BB&T Corporation | $1,001 - $15,000 | Source |
| 2017-11-14 | 2017-10-31 | Sale | PCG Pacific gas & Electric Co. | $1,001 - $15,000 | Source |
| 2017-11-14 | 2017-10-27 | Buy | NEE NextEra Energy, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2017-11-14 | 2017-10-27 | Buy | CMS CMS Energy Corporation Common Stock | $1,001 - $15,000 | Source |
| 2017-11-14 | 2017-10-12 | Buy | California State Public Works board... | $1,001 - $15,000 | Source |
| 2017-10-18 | 2017-09-21 | Sale | EFX Equifax, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2017-09-13 | 2017-08-10 | Buy | Lynwood unified School District gO bonds | $100,001 - $250,000 | Source |
| 2017-07-18 | 2017-06-15 | Buy | ZTS Zoetis Inc. Class A Common Stock | $1,001 - $15,000 | Source |
| 2017-07-18 | 2017-06-15 | Buy | XEL Xcel Energy Inc. | $1,001 - $15,000 | Source |
| 2017-07-18 | 2017-06-15 | Buy | WPC W. P. Carey Inc. | $1,001 - $15,000 | Source |
| 2017-07-18 | 2017-06-15 | Buy | WMT Walmart Inc. - Common Stock | $1,001 - $15,000 | Source |
| 2017-07-18 | 2017-06-15 | Buy | VZ Verizon Communications Inc. Common Stock | $1,001 - $15,000 | Source |
| 2017-07-18 | 2017-06-15 | Buy | VMC Vulcan Materials Company | $1,001 - $15,000 | Source |
| 2017-07-18 | 2017-06-15 | Buy | V Visa Inc. | $1,001 - $15,000 | Source |
| 2017-07-18 | 2017-06-15 | Buy | USB U.S. Bancorp Common Stock | $1,001 - $15,000 | Source |
| 2017-07-18 | 2017-06-15 | Buy | UNH UnitedHealth Group Incorporated Common Stock | $1,001 - $15,000 | Source |
| 2017-07-18 | 2017-06-15 | Buy | TWX Time Warner Inc. (NYSE) | $1,001 - $15,000 | Source |
| 2017-07-18 | 2017-06-15 | Buy | TMO Thermo Fisher Scientific Inc Common Stock | $1,001 - $15,000 | Source |
| 2017-07-18 | 2017-06-15 | Buy | T AT&T Inc. | $1,001 - $15,000 | Source |
| 2017-07-18 | 2017-06-15 | Buy | SYY Sysco Corporation | $1,001 - $15,000 | Source |
| 2017-07-18 | 2017-06-15 | Buy | STI SunTrust Banks, Inc. | $1,001 - $15,000 | Source |
| 2017-07-18 | 2017-06-15 | Buy | SIX Six Flags Entertainment Corporation New | $1,001 - $15,000 | Source |
| 2017-07-18 | 2017-06-15 | Buy | SBUX Starbucks Corporation - Common Stock | $1,001 - $15,000 | Source |
| 2017-07-18 | 2017-06-15 | Buy | PPL PPL Corporation | $1,001 - $15,000 | Source |
| 2017-07-18 | 2017-06-15 | Buy | PNC PNC Financial Services Group, Inc. | $1,001 - $15,000 | Source |
| 2017-07-18 | 2017-06-15 | Buy | PHM PulteGroup, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2017-07-18 | 2017-06-15 | Buy | PG Procter & Gamble Company | $1,001 - $15,000 | Source |
| 2017-07-18 | 2017-06-15 | Buy | PEP Pepsico, Inc. | $1,001 - $15,000 | Source |
| 2017-07-18 | 2017-06-15 | Buy | PCG Pacific gas & Electric Co. | $1,001 - $15,000 | Source |
| 2017-07-18 | 2017-06-15 | Buy | PAYX Paychex, Inc. - Common Stock | $1,001 - $15,000 | Source |
| 2017-07-18 | 2017-06-15 | Buy | NNN National Retail Properties | $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.