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Zoe Lofgren: public portfolio summary

Zoe Lofgren: 104 congressional trade records in our dataset. Latest disclosure: Jun 7, 2023. Public previews include up to five recent trades; the itemized holdings breakdown requires a free sign-in.

House / Democrat / CA

Public data preview
Trade records
104
Latest transaction
Latest disclosure
Estimated holdings
2

Transactions – · Disclosures –

90-day disclosed activity

– · Buys: 0, sells: 0, other: 0 · disclosure-range midpoints in USD, other transaction types excluded from net buying

Estimated bought
$0
Estimated sold
$0
Estimated net bought
$0
Most recently disclosed trades
StockPoliticianTransactionDisclosedTypeOwnerDisclosed range (USD)
AbbVie Inc. (ABBV)Zoe LofgrenSellSpouse1K–15K
AMERICAN ELECTRIC POWER CO INC (AEP)Zoe LofgrenSellSpouse1K–15K
APPLIED MATERIALS INC /DE (AMAT)Zoe LofgrenSellSpouse1K–15K
AMERICAN TOWER CORP /MA/ (AMT)Zoe LofgrenSellSpouse1K–15K
AMAZON COM INC (AMZN)Zoe LofgrenSellSpouse1K–15K

Estimated holdings

2 estimated holdings on record (original portfolio model). The full breakdown is paywalled — sign in free to view it.

Holdings as of .

Original-model returns compared with the S&P 500
PeriodPortfolioS&P 500
1 day-0.94%-0.52%
1 month-7.02%-1.02%
3 months-2.45%3.21%
6 months0.81%7.82%
1 year37.45%14.35%
3 years222.74%87.42%

Performance as of . Original portfolio model.