Zoe Lofgren
CA-18 Democrat
Disclosed: 2023-06-07
View PTR Filing
90d Post-Disclosure Performance
90d Post-Disclosure Performance
Highlighted trade is currently selected
Asset Transaction Type Transaction Date Volume Page PD Return 90d (%)
Amazon.com Inc
AMZN Consumer Cyclical
SELL 2023-05-26 1K–15K 1 -13.23
American Electric Power Company Inc
AEP Utilities
SELL 2023-05-26 1K–15K 1 9.22
Abbvie Inc
ABBV Healthcare
SELL 2023-05-26 1K–15K 1 -8.22
American Electric Power Company Inc
AEP Utilities
SELL 2023-05-25 1K–15K 1 9.22
Adobe Inc
ADBE Technology
SELL 2023-05-25 1K–15K 1 -35.04
Accenture plc
ACN Technology
SELL 2023-05-25 1K–15K 1 -5.24
ALPS Active REIT ETF
REIT Financial
SELL 2023-05-26 1K–15K 2 0.45
Applied Materials Inc
AMAT Technology
SELL 2023-05-26 1K–15K 2 -14.02
Anheuser-Busch InBev SA/NV ADR
BUD Consumer Defensive
SELL 2023-05-26 1K–15K 2 -1.0
Anheuser-Busch InBev SA/NV ADR
BUD Consumer Defensive
SELL 2023-05-25 1K–15K 2 -1.0
American Water Works Co. Inc
AWK Utilities
SELL 2023-05-25 1K–15K 2 6.81
Ares Capital Corp
ARCC Financial
SELL 2023-05-25 1K–15K 2 -4.42
AT&T, Inc
T Communication Services
SELL 2023-05-25 1K–15K 2 8.46
Aon plc
AON Financial
SELL 2023-05-25 1K–15K 2 -5.71
ASML Holding NV
ASML Technology
SELL 2023-05-25 1K–15K 2 6.35
Bank of Montreal
BMO Financial
SELL 2023-05-26 1K–15K 3 1.83
Bank Of America Corp
BAC Financial
SELL 2023-05-26 15K–50K 3 2.0
Caterpillar Inc
CAT Industrials
SELL 2023-05-26 1K–15K 3 -20.15
Becton Dickinson & Co
BDX Healthcare
SELL 2023-05-25 1K–15K 3 -8.58
Blackstone Inc
BX Financial
SELL 2023-05-25 1K–15K 3 -24.92
BCE Inc
BCE Communication Services
SELL 2023-05-25 1K–15K 3 9.11
Bank Of America Corp
BAC Financial
SELL 2023-05-25 1K–15K 3 2.0
Berkshire Hathaway Inc
BRK-B Financial
SELL 2023-05-25 1K–15K 3 -7.47
Cisco Systems, Inc
CSCO Technology
SELL 2023-05-26 1K–15K 4 -15.9
Citigroup Inc
C Financial
SELL 2023-05-26 1K–15K 4 12.85
CME Group Inc
CME Financial
SELL 2023-05-25 1K–15K 4 -11.6
Comcast Corp
CMCSA Communication Services
SELL 2023-05-25 1K–15K 4 -11.2
Coca-Cola Co
KO Consumer Defensive
SELL 2023-05-25 1K–15K 4 1.59
Costco Wholesale Corp
COST Consumer Defensive
SELL 2023-05-25 1K–15K 4 -6.76
Cintas Corporation
CTAS Industrials
SELL 2023-05-25 1K–15K 4 -4.41
Cincinnati Financial Corp
CINF Financial
SELL 2023-05-25 1K–15K 4 -2.94
Cisco Systems, Inc
CSCO Technology
SELL 2023-05-25 1K–15K 4 -15.9
CVS Health Corp
CVS Healthcare
SELL 2023-05-26 1K–15K 5 7.47
Entergy Corp
ETR Utilities
SELL 2023-05-25 1K–15K 5 7.51
Edwards Lifesciences Corp
EW Healthcare
SELL 2023-05-25 1K–15K 5 9.0
Crown Castle Inc
CCI Real Estate
SELL 2023-05-25 1K–15K 5 11.79
Danaher Corp
DHR Healthcare
SELL 2023-05-25 1K–15K 5 -9.95
Emerson Electric Co
EMR Industrials
SELL 2023-05-25 1K–15K 5 -16.82
Dominion Energy Inc
D Utilities
SELL 2023-05-25 1K–15K 5 10.59
Deckers Outdoor Corp
DECK Consumer Cyclical
SELL 2023-05-25 1K–15K 5 -5.22
Duke Energy Corp
DUK Utilities
SELL 2023-05-25 1K–15K 5 4.3
Jefferies Financial Group Inc
JEF Financial
SELL 2023-05-26 1K–15K 6 -15.37
Equinix Inc
EQIX Real Estate
SELL 2023-05-25 1K–15K 6 -4.48
General Mills, Inc
GIS Consumer Defensive
SELL 2023-05-25 1K–15K 6 18.26
Fifth Third Bancorp
FITB Financial
SELL 2023-05-25 1K–15K 6 -1.07
Hartford Insurance Group Inc.(The)
HIG Financial
SELL 2023-05-25 1K–15K 6 -0.66
Interpublic Group Of Cos., Inc
IPG Communication Services
SELL 2023-05-25 1K–15K 6 17.99
Gilead Sciences, Inc
GILD Healthcare
SELL 2023-05-25 1K–15K 6 0.26
Eversource Energy
ES Utilities
SELL 2023-05-25 1K–15K 6 14.43
HCA Healthcare Inc
HCA Healthcare
SELL 2023-05-25 1K–15K 6 -0.47
First Horizon Corporation
FHN Financial
SELL 2023-05-25 1K–15K 6 -8.57
Morgan Stanley
MS Financial
SELL 2023-05-26 1K–15K 7 1.01
KLA Corp
KLAC Technology
SELL 2023-05-26 1K–15K 7 -10.81
Mid-America Apartment Communities, Inc
MAA Real Estate
SELL 2023-05-25 1K–15K 7 7.59
Metlife Inc
MET Financial
SELL 2023-05-25 1K–15K 7 -17.2
Lucid Group Inc
LCID Consumer Cyclical
SELL 2023-05-25 1K–15K 7 1.56
JPMorgan Chase & Co
JPM Financial
SELL 2023-05-25 1K–15K 7 -3.92
Merck & Co Inc
MRK Healthcare
SELL 2023-05-25 1K–15K 7 0.35
McDonald's Corp
MCD Consumer Cyclical
SELL 2023-05-25 1K–15K 7 0.44
Mastercard Incorporated
MA Financial
SELL 2023-05-25 1K–15K 7 -10.96
Netapp Inc
NTAP Technology
SELL 2023-05-26 1K–15K 8 -12.74
Oracle Corp
ORCL Technology
SELL 2023-05-26 15K–50K 8 -18.21
Global Partners LP
GLP Energy
SELL 2023-05-26 1K–15K 8 -3.83
NXP Semiconductors NV
NXPI Technology
SELL 2023-05-25 1K–15K 8 -11.9
Old Dominion Freight Line, Inc
ODFL Industrials
SELL 2023-05-25 1K–15K 8 -34.08
Paychex Inc
PAYX Technology
SELL 2023-05-25 1K–15K 8 -9.23
PepsiCo Inc
PEP Consumer Defensive
SELL 2023-05-25 1K–15K 8 2.62
NextEra Energy Inc
NEE Utilities
SELL 2023-05-25 1K–15K 8 10.13
NNN REIT Inc
NNN Real Estate
SELL 2023-05-25 1K–15K 8 10.65
Pfizer Inc
PFE Healthcare
SELL 2023-05-26 1K–15K 9 8.0
Southern Company
SO Utilities
SELL 2023-05-25 15K–50K 9 4.49
Procter & Gamble Co
PG Consumer Defensive
SELL 2023-05-25 1K–15K 9 -5.93
Qualcomm, Inc
QCOM Technology
SELL 2023-05-25 1K–15K 9 -1.9
Prologis Inc
PLD Real Estate
SELL 2023-05-25 1K–15K 9 4.01
Roper Technologies Inc
ROP Technology
SELL 2023-05-25 1K–15K 9 -9.66
Sonoco Products Co
SON Consumer Cyclical
SELL 2023-05-25 1K–15K 9 11.56
Sherwin-Williams Co
SHW Basic Materials
SELL 2023-05-25 1K–15K 9 -12.23
Quanta Services, Inc
PWR Industrials
SELL 2023-05-25 1K–15K 9 -13.57
S&P Global Inc
SPGI Financial
SELL 2023-05-25 1K–15K 9 -5.42
U.S. Bancorp
USB Financial
SELL 2023-05-26 1K–15K 10 -11.41
Union Pacific Corp
UNP Industrials
SELL 2023-05-26 15K–50K 10 -7.7
Starbucks Corp
SBUX Consumer Cyclical
SELL 2023-05-25 1K–15K 10 0.59
TJX Companies, Inc
TJX Consumer Cyclical
SELL 2023-05-25 1K–15K 10 -17.75
T-Mobile US Inc
TMUS Communication Services
SELL 2023-05-25 1K–15K 10 -8.17
TransUnion
TRU Financial
SELL 2023-05-25 1K–15K 10 -7.93
Thermo Fisher Scientific Inc
TMO Healthcare
SELL 2023-05-25 1K–15K 10 -4.15
Trane Technologies plc
TT Industrials
SELL 2023-05-25 1K–15K 10 -14.26
Unitedhealth Group Inc
UNH Healthcare
SELL 2023-05-25 1K–15K 10 -0.13
Wells Fargo & Co
WFC Financial
SELL 2023-05-26 1K–15K 11 0.49
Verizon Communications Inc
VZ Communication Services
SELL 2023-05-26 1K–15K 11 0.95
Deere & Co
DE Industrials
SELL 2023-05-26 1K–15K 11 -8.88
Walgreens Boots Alliance Inc
WBA Healthcare
SELL 2023-05-26 1K–15K 11 27.53
Verizon Communications Inc
VZ Communication Services
SELL 2023-05-25 1K–15K 11 0.95
Visa Inc
V Financial
SELL 2023-05-25 1K–15K 11 -9.11
Walt Disney Co
DIS Communication Services
SELL 2023-05-25 1K–15K 11 12.25
Zoetis Inc
ZTS Healthcare
SELL 2023-05-25 1K–15K 12 -16.67
Amazon.com Inc
AMZN Consumer Cyclical SELL
Volume
1K–15K
Page
1
Transaction Date
2023-05-26
90d Return
-13.23%
Volume
1K–15K
Page
1
Transaction Date
2023-05-26
90d Return
9.22%
Abbvie Inc
ABBV Healthcare SELL
Volume
1K–15K
Page
1
Transaction Date
2023-05-26
90d Return
-8.22%
Volume
1K–15K
Page
1
Transaction Date
2023-05-25
90d Return
9.22%
Adobe Inc
ADBE Technology SELL
Volume
1K–15K
Page
1
Transaction Date
2023-05-25
90d Return
-35.04%
Accenture plc
ACN Technology SELL
Volume
1K–15K
Page
1
Transaction Date
2023-05-25
90d Return
-5.24%
ALPS Active REIT ETF
REIT Financial SELL
Volume
1K–15K
Page
2
Transaction Date
2023-05-26
90d Return
0.45%
Applied Materials Inc
AMAT Technology SELL
Volume
1K–15K
Page
2
Transaction Date
2023-05-26
90d Return
-14.02%
Anheuser-Busch InBev SA/NV ADR
BUD Consumer Defensive SELL
Volume
1K–15K
Page
2
Transaction Date
2023-05-26
90d Return
-1.0%
Anheuser-Busch InBev SA/NV ADR
BUD Consumer Defensive SELL
Volume
1K–15K
Page
2
Transaction Date
2023-05-25
90d Return
-1.0%
Volume
1K–15K
Page
2
Transaction Date
2023-05-25
90d Return
6.81%
Ares Capital Corp
ARCC Financial SELL
Volume
1K–15K
Page
2
Transaction Date
2023-05-25
90d Return
-4.42%
AT&T, Inc
T Communication Services SELL
Volume
1K–15K
Page
2
Transaction Date
2023-05-25
90d Return
8.46%
Aon plc
AON Financial SELL
Volume
1K–15K
Page
2
Transaction Date
2023-05-25
90d Return
-5.71%
ASML Holding NV
ASML Technology SELL
Volume
1K–15K
Page
2
Transaction Date
2023-05-25
90d Return
6.35%
Bank of Montreal
BMO Financial SELL
Volume
1K–15K
Page
3
Transaction Date
2023-05-26
90d Return
1.83%
Bank Of America Corp
BAC Financial SELL
Volume
15K–50K
Page
3
Transaction Date
2023-05-26
90d Return
2.0%
Caterpillar Inc
CAT Industrials SELL
Volume
1K–15K
Page
3
Transaction Date
2023-05-26
90d Return
-20.15%
Becton Dickinson & Co
BDX Healthcare SELL
Volume
1K–15K
Page
3
Transaction Date
2023-05-25
90d Return
-8.58%
Blackstone Inc
BX Financial SELL
Volume
1K–15K
Page
3
Transaction Date
2023-05-25
90d Return
-24.92%
BCE Inc
BCE Communication Services SELL
Volume
1K–15K
Page
3
Transaction Date
2023-05-25
90d Return
9.11%
Bank Of America Corp
BAC Financial SELL
Volume
1K–15K
Page
3
Transaction Date
2023-05-25
90d Return
2.0%
Berkshire Hathaway Inc
BRK-B Financial SELL
Volume
1K–15K
Page
3
Transaction Date
2023-05-25
90d Return
-7.47%
Cisco Systems, Inc
CSCO Technology SELL
Volume
1K–15K
Page
4
Transaction Date
2023-05-26
90d Return
-15.9%
Citigroup Inc
C Financial SELL
Volume
1K–15K
Page
4
Transaction Date
2023-05-26
90d Return
12.85%
CME Group Inc
CME Financial SELL
Volume
1K–15K
Page
4
Transaction Date
2023-05-25
90d Return
-11.6%
Comcast Corp
CMCSA Communication Services SELL
Volume
1K–15K
Page
4
Transaction Date
2023-05-25
90d Return
-11.2%
Coca-Cola Co
KO Consumer Defensive SELL
Volume
1K–15K
Page
4
Transaction Date
2023-05-25
90d Return
1.59%
Costco Wholesale Corp
COST Consumer Defensive SELL
Volume
1K–15K
Page
4
Transaction Date
2023-05-25
90d Return
-6.76%
Cintas Corporation
CTAS Industrials SELL
Volume
1K–15K
Page
4
Transaction Date
2023-05-25
90d Return
-4.41%
Cincinnati Financial Corp
CINF Financial SELL
Volume
1K–15K
Page
4
Transaction Date
2023-05-25
90d Return
-2.94%
Cisco Systems, Inc
CSCO Technology SELL
Volume
1K–15K
Page
4
Transaction Date
2023-05-25
90d Return
-15.9%
CVS Health Corp
CVS Healthcare SELL
Volume
1K–15K
Page
5
Transaction Date
2023-05-26
90d Return
7.47%
Entergy Corp
ETR Utilities SELL
Volume
1K–15K
Page
5
Transaction Date
2023-05-25
90d Return
7.51%
Volume
1K–15K
Page
5
Transaction Date
2023-05-25
90d Return
9.0%
Crown Castle Inc
CCI Real Estate SELL
Volume
1K–15K
Page
5
Transaction Date
2023-05-25
90d Return
11.79%
Danaher Corp
DHR Healthcare SELL
Volume
1K–15K
Page
5
Transaction Date
2023-05-25
90d Return
-9.95%
Emerson Electric Co
EMR Industrials SELL
Volume
1K–15K
Page
5
Transaction Date
2023-05-25
90d Return
-16.82%
Dominion Energy Inc
D Utilities SELL
Volume
1K–15K
Page
5
Transaction Date
2023-05-25
90d Return
10.59%
Deckers Outdoor Corp
DECK Consumer Cyclical SELL
Volume
1K–15K
Page
5
Transaction Date
2023-05-25
90d Return
-5.22%
Duke Energy Corp
DUK Utilities SELL
Volume
1K–15K
Page
5
Transaction Date
2023-05-25
90d Return
4.3%
Volume
1K–15K
Page
6
Transaction Date
2023-05-26
90d Return
-15.37%
Equinix Inc
EQIX Real Estate SELL
Volume
1K–15K
Page
6
Transaction Date
2023-05-25
90d Return
-4.48%
General Mills, Inc
GIS Consumer Defensive SELL
Volume
1K–15K
Page
6
Transaction Date
2023-05-25
90d Return
18.26%
Fifth Third Bancorp
FITB Financial SELL
Volume
1K–15K
Page
6
Transaction Date
2023-05-25
90d Return
-1.07%
Volume
1K–15K
Page
6
Transaction Date
2023-05-25
90d Return
-0.66%
Interpublic Group Of Cos., Inc
IPG Communication Services SELL
Volume
1K–15K
Page
6
Transaction Date
2023-05-25
90d Return
17.99%
Gilead Sciences, Inc
GILD Healthcare SELL
Volume
1K–15K
Page
6
Transaction Date
2023-05-25
90d Return
0.26%
Eversource Energy
ES Utilities SELL
Volume
1K–15K
Page
6
Transaction Date
2023-05-25
90d Return
14.43%
HCA Healthcare Inc
HCA Healthcare SELL
Volume
1K–15K
Page
6
Transaction Date
2023-05-25
90d Return
-0.47%
Volume
1K–15K
Page
6
Transaction Date
2023-05-25
90d Return
-8.57%
Morgan Stanley
MS Financial SELL
Volume
1K–15K
Page
7
Transaction Date
2023-05-26
90d Return
1.01%
KLA Corp
KLAC Technology SELL
Volume
1K–15K
Page
7
Transaction Date
2023-05-26
90d Return
-10.81%
Volume
1K–15K
Page
7
Transaction Date
2023-05-25
90d Return
7.59%
Metlife Inc
MET Financial SELL
Volume
1K–15K
Page
7
Transaction Date
2023-05-25
90d Return
-17.2%
Lucid Group Inc
LCID Consumer Cyclical SELL
Volume
1K–15K
Page
7
Transaction Date
2023-05-25
90d Return
1.56%
JPMorgan Chase & Co
JPM Financial SELL
Volume
1K–15K
Page
7
Transaction Date
2023-05-25
90d Return
-3.92%
Merck & Co Inc
MRK Healthcare SELL
Volume
1K–15K
Page
7
Transaction Date
2023-05-25
90d Return
0.35%
McDonald's Corp
MCD Consumer Cyclical SELL
Volume
1K–15K
Page
7
Transaction Date
2023-05-25
90d Return
0.44%
Volume
1K–15K
Page
7
Transaction Date
2023-05-25
90d Return
-10.96%
Netapp Inc
NTAP Technology SELL
Volume
1K–15K
Page
8
Transaction Date
2023-05-26
90d Return
-12.74%
Oracle Corp
ORCL Technology SELL
Volume
15K–50K
Page
8
Transaction Date
2023-05-26
90d Return
-18.21%
Global Partners LP
GLP Energy SELL
Volume
1K–15K
Page
8
Transaction Date
2023-05-26
90d Return
-3.83%
NXP Semiconductors NV
NXPI Technology SELL
Volume
1K–15K
Page
8
Transaction Date
2023-05-25
90d Return
-11.9%
Old Dominion Freight Line, Inc
ODFL Industrials SELL
Volume
1K–15K
Page
8
Transaction Date
2023-05-25
90d Return
-34.08%
Paychex Inc
PAYX Technology SELL
Volume
1K–15K
Page
8
Transaction Date
2023-05-25
90d Return
-9.23%
PepsiCo Inc
PEP Consumer Defensive SELL
Volume
1K–15K
Page
8
Transaction Date
2023-05-25
90d Return
2.62%
NextEra Energy Inc
NEE Utilities SELL
Volume
1K–15K
Page
8
Transaction Date
2023-05-25
90d Return
10.13%
NNN REIT Inc
NNN Real Estate SELL
Volume
1K–15K
Page
8
Transaction Date
2023-05-25
90d Return
10.65%
Pfizer Inc
PFE Healthcare SELL
Volume
1K–15K
Page
9
Transaction Date
2023-05-26
90d Return
8.0%
Southern Company
SO Utilities SELL
Volume
15K–50K
Page
9
Transaction Date
2023-05-25
90d Return
4.49%
Procter & Gamble Co
PG Consumer Defensive SELL
Volume
1K–15K
Page
9
Transaction Date
2023-05-25
90d Return
-5.93%
Qualcomm, Inc
QCOM Technology SELL
Volume
1K–15K
Page
9
Transaction Date
2023-05-25
90d Return
-1.9%
Prologis Inc
PLD Real Estate SELL
Volume
1K–15K
Page
9
Transaction Date
2023-05-25
90d Return
4.01%
Roper Technologies Inc
ROP Technology SELL
Volume
1K–15K
Page
9
Transaction Date
2023-05-25
90d Return
-9.66%
Sonoco Products Co
SON Consumer Cyclical SELL
Volume
1K–15K
Page
9
Transaction Date
2023-05-25
90d Return
11.56%
Sherwin-Williams Co
SHW Basic Materials SELL
Volume
1K–15K
Page
9
Transaction Date
2023-05-25
90d Return
-12.23%
Quanta Services, Inc
PWR Industrials SELL
Volume
1K–15K
Page
9
Transaction Date
2023-05-25
90d Return
-13.57%
S&P Global Inc
SPGI Financial SELL
Volume
1K–15K
Page
9
Transaction Date
2023-05-25
90d Return
-5.42%
U.S. Bancorp
USB Financial SELL
Volume
1K–15K
Page
10
Transaction Date
2023-05-26
90d Return
-11.41%
Union Pacific Corp
UNP Industrials SELL
Volume
15K–50K
Page
10
Transaction Date
2023-05-26
90d Return
-7.7%
Starbucks Corp
SBUX Consumer Cyclical SELL
Volume
1K–15K
Page
10
Transaction Date
2023-05-25
90d Return
0.59%
TJX Companies, Inc
TJX Consumer Cyclical SELL
Volume
1K–15K
Page
10
Transaction Date
2023-05-25
90d Return
-17.75%
T-Mobile US Inc
TMUS Communication Services SELL
Volume
1K–15K
Page
10
Transaction Date
2023-05-25
90d Return
-8.17%
TransUnion
TRU Financial SELL
Volume
1K–15K
Page
10
Transaction Date
2023-05-25
90d Return
-7.93%
Volume
1K–15K
Page
10
Transaction Date
2023-05-25
90d Return
-4.15%
Trane Technologies plc
TT Industrials SELL
Volume
1K–15K
Page
10
Transaction Date
2023-05-25
90d Return
-14.26%
Unitedhealth Group Inc
UNH Healthcare SELL
Volume
1K–15K
Page
10
Transaction Date
2023-05-25
90d Return
-0.13%
Wells Fargo & Co
WFC Financial SELL
Volume
1K–15K
Page
11
Transaction Date
2023-05-26
90d Return
0.49%
Verizon Communications Inc
VZ Communication Services SELL
Volume
1K–15K
Page
11
Transaction Date
2023-05-26
90d Return
0.95%
Deere & Co
DE Industrials SELL
Volume
1K–15K
Page
11
Transaction Date
2023-05-26
90d Return
-8.88%
Volume
1K–15K
Page
11
Transaction Date
2023-05-26
90d Return
27.53%
Verizon Communications Inc
VZ Communication Services SELL
Volume
1K–15K
Page
11
Transaction Date
2023-05-25
90d Return
0.95%
Visa Inc
V Financial SELL
Volume
1K–15K
Page
11
Transaction Date
2023-05-25
90d Return
-9.11%
Walt Disney Co
DIS Communication Services SELL
Volume
1K–15K
Page
11
Transaction Date
2023-05-25
90d Return
12.25%
Zoetis Inc
ZTS Healthcare SELL
Volume
1K–15K
Page
12
Transaction Date
2023-05-25
90d Return
-16.67%