Fishy Whales
House · CA18

Zoe Lofgren Dem

169 disclosed transactions across 44 filing(s)
← All politicians
169
Transactions
$1.5M
Disclosed volume*
102
Buys
67
Sells

Traded-portfolio performance

volume-weighted basket
1M
-1%
2M
-2%
3M
+4%
6M
+5%
1Y
+13%
2Y
+32%
3Y
+51%
5Y
+62%
Index (start = 100) of the stocks Lofgren has traded, weighted by disclosed volume — reflects how those tickers performed, not exact entry/exit timing.

Trades over time

by month

Portfolio diversity

by sector
Financials 16%Health Care 14%Consumer Discretionary 11%Consumer Staples 10%Unclassified 9%Industrials 9%Information Technology 9%Real Estate 8%Utilities 8%Communication Services 5%Materials 2%

Most-traded tickers

by count
TickerSectorTrades
V Financials 5
ZTS Health Care 5
WMT Consumer Staples 4
CTAS Consumer Discretionary 4
JPM Financials 4
ALLY Financials 3
AMZN Consumer Discretionary 3
PFE Health Care 3
T Communication Services 3
CSCO Information Technology 3

Net positioning

buy − sell volume
+$213K
Net disclosed buying across all reports
Buy volume
+$841K
Sell volume
−$628K

All disclosed trades

STOCK Act PTRs
TickerSectorTypeTrade dateAmountSource
OCLCF Unclassified sell 05/26/2023 $1,001 - $15,000 PTR ↗
BUD Consumer Staples buy 09/09/2022 $1,001 - $15,000 PTR ↗
BAC Financials buy 09/09/2022 $1,001 - $15,000 PTR ↗
BDX Health Care buy 09/09/2022 $1,001 - $15,000 PTR ↗
GILD Health Care buy 09/09/2022 $1,001 - $15,000 PTR ↗
PWR Industrials buy 09/09/2022 $1,001 - $15,000 PTR ↗
AMAT Information Technology sell 08/25/2022 $1,001 - $15,000 PTR ↗
CRL Health Care sell 08/25/2022 $1,001 - $15,000 PTR ↗
DIS Communication Services buy 08/25/2022 $1,001 - $15,000 PTR ↗
EXPE Consumer Discretionary sell 08/25/2022 $1,001 - $15,000 PTR ↗
KLAC Health Care sell 07/08/2022 $1,001 - $15,000 PTR ↗
ALLY Financials sell 06/15/2022 $1,001 - $15,000 PTR ↗
SYF Financials sell 04/28/2022 $1,001 - $15,000 PTR ↗
KLAC Health Care buy 04/04/2022 $1,001 - $15,000 PTR ↗
UNP Industrials buy 04/04/2022 $15,001 - $50,000 PTR ↗
AMZN Consumer Discretionary buy 03/04/2022 $1,001 - $15,000 PTR ↗
C Financials buy 03/04/2022 $1,001 - $15,000 PTR ↗
AMZN Consumer Discretionary sell 10/15/2021 $1,001 - $15,000 PTR ↗
HD Consumer Discretionary sell 10/13/2021 $1,001 - $15,000 PTR ↗
LCID Consumer Discretionary buy 10/13/2021 $1,001 - $15,000 PTR ↗
PFE Health Care sell 10/13/2021 $1,001 - $15,000 PTR ↗
WMT Consumer Staples sell 10/13/2021 $1,001 - $15,000 PTR ↗
CAT Industrials buy 10/05/2021 $1,001 - $15,000 PTR ↗
AMZN Consumer Discretionary buy 09/30/2021 $1,001 - $15,000 PTR ↗
T Communication Services buy 09/30/2021 $1,001 - $15,000 PTR ↗
CSCO Information Technology buy 09/30/2021 $1,001 - $15,000 PTR ↗
EQIX Real Estate buy 09/30/2021 $1,001 - $15,000 PTR ↗
ES Utilities buy 09/30/2021 $1,001 - $15,000 PTR ↗
EXPE Consumer Discretionary buy 09/30/2021 $1,001 - $15,000 PTR ↗
HCA Health Care buy 09/30/2021 $1,001 - $15,000 PTR ↗
NWL Consumer Discretionary buy 09/30/2021 $1,001 - $15,000 PTR ↗
NEE Utilities buy 09/30/2021 $1,001 - $15,000 PTR ↗
PEP Consumer Staples buy 09/30/2021 $1,001 - $15,000 PTR ↗
PFE Health Care buy 09/30/2021 $1,001 - $15,000 PTR ↗
SYF Financials buy 09/30/2021 $1,001 - $15,000 PTR ↗
TJX Consumer Discretionary buy 09/30/2021 $1,001 - $15,000 PTR ↗
ALLY Financials buy 09/02/2021 $1,001 - $15,000 PTR ↗
CTAS Consumer Discretionary buy 09/02/2021 $1,001 - $15,000 PTR ↗
KO Consumer Staples buy 09/02/2021 $1,001 - $15,000 PTR ↗
JPM Financials buy 09/02/2021 $1,001 - $15,000 PTR ↗
TT Information Technology buy 09/02/2021 $1,001 - $15,000 PTR ↗
V Financials buy 09/02/2021 $1,001 - $15,000 PTR ↗
WMT Consumer Staples buy 09/02/2021 $1,001 - $15,000 PTR ↗
ZTS Health Care buy 09/02/2021 $1,001 - $15,000 PTR ↗
CVS Health Care sell 08/24/2021 $1,001 - $15,000 PTR ↗
ALLY Financials buy 08/09/2021 $1,001 - $15,000 PTR ↗
CTAS Consumer Discretionary buy 08/09/2021 $1,001 - $15,000 PTR ↗
CVS Health Care buy 08/09/2021 $1,001 - $15,000 PTR ↗
JPM Financials buy 08/09/2021 $1,001 - $15,000 PTR ↗
MS Financials buy 08/09/2021 $1,001 - $15,000 PTR ↗
NTAP Information Technology buy 08/09/2021 $1,001 - $15,000 PTR ↗
PFE Health Care buy 08/09/2021 $1,001 - $15,000 PTR ↗
TT Information Technology buy 08/09/2021 $1,001 - $15,000 PTR ↗
V Financials buy 08/09/2021 $1,001 - $15,000 PTR ↗
ZTS Health Care buy 08/09/2021 $1,001 - $15,000 PTR ↗
CSCO Information Technology sell 08/02/2021 $1,001 - $15,000 PTR ↗
HCA Health Care sell 08/02/2021 $1,001 - $15,000 PTR ↗
WM Industrials sell 07/20/2020 $1,001 - $15,000 PTR ↗
CSCO Information Technology buy 06/16/2020 $1,001 - $15,000 PTR ↗
HCA Health Care buy 06/15/2020 $1,001 - $15,000 PTR ↗
AAPL Information Technology sell 03/23/2020 $1,001 - $15,000 PTR ↗
T Communication Services sell 03/23/2020 $1,001 - $15,000 PTR ↗
CTAS Consumer Discretionary sell 03/23/2020 $1,001 - $15,000 PTR ↗
CME Financials sell 03/23/2020 $1,001 - $15,000 PTR ↗
CMS Utilities sell 03/23/2020 $1,001 - $15,000 PTR ↗
KO Consumer Staples sell 03/23/2020 $1,001 - $15,000 PTR ↗
CL Consumer Staples sell 03/23/2020 $1,001 - $15,000 PTR ↗
ESS Real Estate sell 03/23/2020 $1,001 - $15,000 PTR ↗
ES Utilities sell 03/23/2020 $1,001 - $15,000 PTR ↗
INTC Information Technology sell 03/23/2020 $1,001 - $15,000 PTR ↗
JNJ Health Care sell 03/23/2020 $1,001 - $15,000 PTR ↗
JPM Financials sell 03/23/2020 $1,001 - $15,000 PTR ↗
MA Financials sell 03/23/2020 $1,001 - $15,000 PTR ↗
MSFT Information Technology sell 03/23/2020 $1,001 - $15,000 PTR ↗
NNN Real Estate sell 03/23/2020 $1,001 - $15,000 PTR ↗
NEE Utilities sell 03/23/2020 $1,001 - $15,000 PTR ↗
PAYX Industrials sell 03/23/2020 $1,001 - $15,000 PTR ↗
PEP Consumer Staples sell 03/23/2020 $1,001 - $15,000 PTR ↗
PHM Consumer Discretionary sell 03/23/2020 $1,001 - $15,000 PTR ↗
TT Information Technology sell 03/23/2020 $1,001 - $15,000 PTR ↗
VZ Communication Services sell 03/23/2020 $1,001 - $15,000 PTR ↗
V Financials sell 03/23/2020 $1,001 - $15,000 PTR ↗
WPC Real Estate sell 03/23/2020 $1,001 - $15,000 PTR ↗
WMT Consumer Staples sell 03/23/2020 $1,001 - $15,000 PTR ↗
XEL Utilities sell 03/23/2020 $1,001 - $15,000 PTR ↗
ZTS Health Care sell 03/23/2020 $1,001 - $15,000 PTR ↗
APH Information Technology sell 03/17/2020 $1,001 - $15,000 PTR ↗
EPR Real Estate sell 03/16/2020 $1,001 - $15,000 PTR ↗
SYY Consumer Staples sell 03/16/2020 $1,001 - $15,000 PTR ↗
PLD Real Estate exchange 02/04/2020 $1,001 - $15,000 PTR ↗
CMA Financials sell 09/11/2019 $1,001 - $15,000 PTR ↗
MA Financials sell 09/11/2019 $1,001 - $15,000 PTR ↗
PHM Consumer Discretionary sell 09/11/2019 $1,001 - $15,000 PTR ↗
V Financials sell 09/11/2019 $1,001 - $15,000 PTR ↗
WPC Real Estate sell 09/11/2019 $1,001 - $15,000 PTR ↗
ZTS Health Care sell 09/11/2019 $1,001 - $15,000 PTR ↗
STI Industrials sell 07/02/2019 $1,001 - $15,000 PTR ↗
MMM Health Care sell 11/02/2018 $1,001 - $15,000 PTR ↗
CMA Financials buy 11/02/2018 $1,001 - $15,000 PTR ↗
ECL Consumer Staples sell 11/02/2018 $1,001 - $15,000 PTR ↗
TSLA Consumer Discretionary sell 09/21/2018 $15,001 - $50,000 PTR ↗
LLY Health Care sell 08/30/2018 $1,001 - $15,000 PTR ↗
LII Industrials sell 08/30/2018 $1,001 - $15,000 PTR ↗
PPL Utilities sell 08/30/2018 $1,001 - $15,000 PTR ↗
VMC Materials sell 08/30/2018 $1,001 - $15,000 PTR ↗
TWX Communication Services exchange 06/15/2018 $1,001 - $15,000 PTR ↗
LTC Real Estate sell 06/13/2018 $1,001 - $15,000 PTR ↗
CMS Utilities buy 10/27/2017 $1,001 - $15,000 PTR ↗
NEE Utilities buy 10/27/2017 $1,001 - $15,000 PTR ↗
EFX Industrials sell 09/21/2017 $1,001 - $15,000 PTR ↗
DOW Materials exchange 09/01/2017 $1,001 - $15,000 PTR ↗
AEP Utilities buy 06/15/2017 $1,001 - $15,000 PTR ↗
AWK Utilities buy 06/15/2017 $1,001 - $15,000 PTR ↗
APH Information Technology buy 06/15/2017 $1,001 - $15,000 PTR ↗
AAPL Information Technology buy 06/15/2017 $1,001 - $15,000 PTR ↗
ARCC Financials buy 06/15/2017 $1,001 - $15,000 PTR ↗
T Communication Services buy 06/15/2017 $1,001 - $15,000 PTR ↗
CINF Financials buy 06/15/2017 $1,001 - $15,000 PTR ↗
CTAS Consumer Discretionary buy 06/15/2017 $1,001 - $15,000 PTR ↗
CME Financials buy 06/15/2017 $1,001 - $15,000 PTR ↗
KO Consumer Staples buy 06/15/2017 $1,001 - $15,000 PTR ↗
CL Consumer Staples buy 06/15/2017 $1,001 - $15,000 PTR ↗
CMCSA Communication Services buy 06/15/2017 $1,001 - $15,000 PTR ↗
CNSL Unclassified buy 06/15/2017 $1,001 - $15,000 PTR ↗
COST Consumer Staples buy 06/15/2017 $1,001 - $15,000 PTR ↗
ECL Consumer Staples buy 06/15/2017 $1,001 - $15,000 PTR ↗
EW Health Care buy 06/15/2017 $1,001 - $15,000 PTR ↗
LLY Health Care buy 06/15/2017 $1,001 - $15,000 PTR ↗
EPR Real Estate buy 06/15/2017 $1,001 - $15,000 PTR ↗
EFX Industrials buy 06/15/2017 $1,001 - $15,000 PTR ↗
ESS Real Estate buy 06/15/2017 $1,001 - $15,000 PTR ↗
ES Utilities buy 06/15/2017 $1,001 - $15,000 PTR ↗
HTA Unclassified buy 06/15/2017 $1,001 - $15,000 PTR ↗
IR Industrials buy 06/15/2017 $1,001 - $15,000 PTR ↗
INTC Information Technology buy 06/15/2017 $1,001 - $15,000 PTR ↗
JNJ Health Care buy 06/15/2017 $1,001 - $15,000 PTR ↗
JPM Financials buy 06/15/2017 $1,001 - $15,000 PTR ↗
LII Industrials buy 06/15/2017 $1,001 - $15,000 PTR ↗
LPT Unclassified buy 06/15/2017 $1,001 - $15,000 PTR ↗
LTC Real Estate buy 06/15/2017 $1,001 - $15,000 PTR ↗
MA Financials buy 06/15/2017 $1,001 - $15,000 PTR ↗
MRK Health Care buy 06/15/2017 $1,001 - $15,000 PTR ↗
MSFT Information Technology buy 06/15/2017 $1,001 - $15,000 PTR ↗
MAA Real Estate buy 06/15/2017 $1,001 - $15,000 PTR ↗
NNN Real Estate buy 06/15/2017 $1,001 - $15,000 PTR ↗
PAYX Industrials buy 06/15/2017 $1,001 - $15,000 PTR ↗
PEP Consumer Staples buy 06/15/2017 $1,001 - $15,000 PTR ↗
PNC Financials buy 06/15/2017 $1,001 - $15,000 PTR ↗
PPL Utilities buy 06/15/2017 $1,001 - $15,000 PTR ↗
PHM Consumer Discretionary buy 06/15/2017 $1,001 - $15,000 PTR ↗
SIX Unclassified buy 06/15/2017 $1,001 - $15,000 PTR ↗
STI Industrials buy 06/15/2017 $1,001 - $15,000 PTR ↗
SYY Consumer Staples buy 06/15/2017 $1,001 - $15,000 PTR ↗
TMO Health Care buy 06/15/2017 $1,001 - $15,000 PTR ↗
TWX Communication Services buy 06/15/2017 $1,001 - $15,000 PTR ↗
VZ Communication Services buy 06/15/2017 $1,001 - $15,000 PTR ↗
V Financials buy 06/15/2017 $1,001 - $15,000 PTR ↗
VMC Materials buy 06/15/2017 $1,001 - $15,000 PTR ↗
WPC Real Estate buy 06/15/2017 $1,001 - $15,000 PTR ↗
WMT Consumer Staples buy 06/15/2017 $1,001 - $15,000 PTR ↗
HCN Funds / ETFs buy 06/15/2017 $1,001 - $15,000 PTR ↗
XEL Utilities buy 06/15/2017 $1,001 - $15,000 PTR ↗
ZTS Health Care buy 06/15/2017 $1,001 - $15,000 PTR ↗
SCTY Unclassified exchange 11/22/2016 $50,001 - $100,000 PTR ↗
SCTY Unclassified exchange 11/22/2016 $1,001 - $15,000 PTR ↗
SCTY Unclassified buy 10/12/2016 $1,001 - $15,000 PTR ↗
WFC Financials sell 04/28/2016 $1,001 - $15,000 PTR ↗
DECK Consumer Discretionary buy 02/18/2016 $1,001 - $15,000 PTR ↗
WFC Financials sell 12/23/2015 $1,001 - $15,000 PTR ↗
*Disclosed volume estimated from STOCK Act amount-range midpoints; actual values fall within the disclosed bands. Trade success/return scoring requires historical price data — planned next.