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
2017-07-182017-06-15Buy MSFT Microsoft Corporation - Common Stock $1,001 - $15,000 Source
2017-07-182017-06-15Buy MRK Merck & Company, Inc. Common Stock $1,001 - $15,000 Source
2017-07-182017-06-15Buy MGA Magna International, Inc. Common Stock $1,001 - $15,000 Source
2017-07-182017-06-15Buy MCD McDonald's Corporation Common Stock $1,001 - $15,000 Source
2017-07-182017-06-15Buy MAA Mid-America Apartment Communities, Inc.... $1,001 - $15,000 Source
2017-07-182017-06-15Buy MA Mastercard Incorporated Common Stock $1,001 - $15,000 Source
2017-07-182017-06-15Buy LTC Litecoin $1,001 - $15,000 Source
2017-07-182017-06-15Buy LPT liberty Property Trust $1,001 - $15,000 Source
2017-07-182017-06-15Buy LLY Eli Lilly and Company Common Stock $1,001 - $15,000 Source
2017-07-182017-06-15Buy LII Lennox International, Inc. $1,001 - $15,000 Source
2017-07-182017-06-15Buy KO Coca-Cola Company $1,001 - $15,000 Source
2017-07-182017-06-15Buy KMB Kimberly-Clark Corporation Common Stock $1,001 - $15,000 Source
2017-07-182017-06-15Buy JPM JP Morgan Chase & Co. Common Stock $1,001 - $15,000 Source
2017-07-182017-06-15Buy JNJ Johnson & Johnson Common Stock $1,001 - $15,000 Source
2017-07-182017-06-15Buy IR Ingersoll Rand Inc. Common Stock $1,001 - $15,000 Source
2017-07-182017-06-15Buy INTC Intel Corporation - Common Stock $1,001 - $15,000 Source
2017-07-182017-06-15Buy HTA Healthcare Trust of America, Inc. Class A $1,001 - $15,000 Source
2017-07-182017-06-15Buy HD Home Depot, Inc. $1,001 - $15,000 Source
2017-07-182017-06-15Buy HCN Welltower Inc. $1,001 - $15,000 Source
2017-07-182017-06-15Buy GSK GlaxoSmithKline plc $1,001 - $15,000 Source
2017-07-182017-06-15Buy GPT gramercy Property Trust $1,001 - $15,000 Source
2017-07-182017-06-15Buy GOOGL Alphabet Inc. - Class A Common Stock $1,001 - $15,000 Source
2017-07-182017-06-15Buy GIS General Mills, Inc. Common Stock $1,001 - $15,000 Source
2017-07-182017-06-15Buy FB Facebook, Inc. $1,001 - $15,000 Source
2017-07-182017-06-15Buy EW Edwards Lifesciences Corporation Common Stock $1,001 - $15,000 Source
2017-07-182017-06-15Buy ESS Essex Property Trust, Inc. Common Stock $1,001 - $15,000 Source
2017-07-182017-06-15Buy ES Eversource Energy $1,001 - $15,000 Source
2017-07-182017-06-15Buy EPR EPR Properties (NYSE) $1,001 - $15,000 Source
2017-07-182017-06-15Buy EFX Equifax, Inc. Common Stock $1,001 - $15,000 Source
2017-07-182017-06-15Buy ECL Ecolab Inc. (NYSE) $1,001 - $15,000 Source
2017-07-182017-06-15Buy DUK Duke Energy Corporation $1,001 - $15,000 Source
2017-07-182017-06-15Buy DOW Dow Inc. Common Stock $1,001 - $15,000 Source
2017-07-182017-06-15Buy DIS Walt Disney Company $1,001 - $15,000 Source
2017-07-182017-06-15Buy DHR Danaher Corporation Common Stock $1,001 - $15,000 Source
2017-07-182017-06-15Buy D Dominion Energy Inc $1,001 - $15,000 Source
2017-07-182017-06-15Buy CTAS Cintas Corporation - Common Stock $1,001 - $15,000 Source
2017-07-182017-06-15Buy COST Costco Wholesale Corporation - Common Stock $1,001 - $15,000 Source
2017-07-182017-06-15Buy CNSL Consolidated Communications Holdings... $1,001 - $15,000 Source
2017-07-182017-06-15Buy CME CME Group Inc. - Class A Common Stock $1,001 - $15,000 Source
2017-07-182017-06-15Buy CMCSA Comcast Corporation - Class A Common Stock $1,001 - $15,000 Source
2017-07-182017-06-15Buy CL Colgate-Palmolive Company Common Stock $1,001 - $15,000 Source
2017-07-182017-06-15Buy CINF Cincinnati Financial Corporation - Common Stock $1,001 - $15,000 Source
2017-07-182017-06-15Buy CELG Celgene Corporation $1,001 - $15,000 Source
2017-07-182017-06-15Buy BRK.B Berkshire Hathaway Inc. New Common Stock $1,001 - $15,000 Source
2017-07-182017-06-15Buy BLK BlackRock, Inc. Common Stock $1,001 - $15,000 Source
2017-07-182017-06-15Buy BGS B&G Foods, Inc. $1,001 - $15,000 Source
2017-07-182017-06-15Buy BAC Bank of America Corporation Common Stock $1,001 - $15,000 Source
2017-07-182017-06-15Buy AWK American Water Works Company, Inc. Common Stock $1,001 - $15,000 Source
2017-07-182017-06-15Buy ARCC Ares Capital Corporation - Closed End Fund $1,001 - $15,000 Source
2017-07-182017-06-15Buy APH Amphenol Corporation Common Stock $1,001 - $15,000 Source
2017-07-182017-06-15Buy AGR Avangrid, Inc. $1,001 - $15,000 Source
2017-07-182017-06-15Buy AEP American Electric Power Company, Inc. $1,001 - $15,000 Source
2017-07-182017-06-15Buy ADBE Adobe Inc. - Common Stock $1,001 - $15,000 Source
2017-07-182017-06-15Buy AAPL Apple Inc. - Common Stock $1,001 - $15,000 Source
2016-10-242016-10-12Buy SCTY SolarCity Corporation $1,001 - $15,000 Source
2016-05-112016-04-28Sale WFC Wells Fargo & Company Common Stock $1,001 - $15,000 Source
2016-03-082016-02-18Buy DECK Deckers Outdoor Corporation $1,001 - $15,000 Source
2016-01-222015-12-23Sale WFC Wells Fargo & Company Common Stock $1,001 - $15,000 Source
2016-01-222015-12-23Sale WFC Wells Fargo & Company Common Stock $1,001 - $15,000 Source
2015-08-192015-07-30Sale CVX Chevron Corporation Common Stock $15,001 - $50,000 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.

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