Zoe Lofgren
D · House · CA-18
👥Most disclosed trades (75 of 78) are by the member's spouse (spouse).
Volume
$746K
3Y performance
+29%
vs S&P 500 ⓘ
−43%
Trades
78
Tickers
74
Zoe Lofgren (D · House · CA-18) has 78 disclosed stock trades from STOCK Act filings. Most disclosed trades (75 of 78) are by the member's spouse (spouse). Disclosed-trade replication return is +29% over 3 years (−43% vs the S&P 500) — non-audited.
Estimated net positions cumulative disclosed buys − sells
| Stock | % of net buying | Est. value | Trades | Last traded |
|---|
Estimated from disclosed transactions — not a verified portfolio. A name traded heavily in both directions can rank below its true position; the Buys/Sells/Activity tabs are the actual disclosed data.
Largest net positions top 10 by net disclosed buying
| Stock | % of net buying | Est. value | Trades | Last traded |
|---|
Largest trades by disclosed amount
| Transaction date | Stock | Type | Amount | Filed (disclosure delay) |
|---|---|---|---|---|
| 2023-05-26 | BAC Bank of America Corporation | Sell | $15K–50K | 2023-06-06 (11d) |
| 2023-05-26 | UNP Union Pacific Corp. | Sell | $15K–50K | 2023-06-06 (11d) |
| 2023-05-26 | OCLCF Oracle Corporation Ordinary | Sell | $15K–50K | 2023-06-06 (11d) |
| 2023-05-25 | SO The Southern Company | Sell | $15K–50K | 2023-06-06 (12d) |
| 2022-04-04 | UNP Union Pacific Corp. | Buy | $15K–50K | 2023-05-15 (406d) |
| 2023-05-26 | ABBV ABBVIE INC. | Sell | $1K–15K | 2023-06-06 (11d) |
| 2023-05-26 | AMZN Amazon.Com Inc | Sell | $1K–15K | 2023-06-06 (11d) |
| 2023-05-26 | REIT American Tower Corporation | Sell | $1K–15K | 2023-06-06 (11d) |
| 2023-05-26 | AMAT Applied Materials Inc | Sell | $1K–15K | 2023-06-06 (11d) |
| 2023-05-26 | BMO Bank of Montreal | Sell | $1K–15K | 2023-06-06 (11d) |
Buys (purchases)
| Transaction date | Stock | Type | Amount | Filed (disclosure delay) |
|---|---|---|---|---|
| 2022-04-04 | UNP Union Pacific Corp. | Buy | $15K–50K | 2023-05-15 (406d) |
Sells (sales)
| Transaction date | Stock | Type | Amount | Filed (disclosure delay) |
|---|---|---|---|---|
| 2023-05-26 | ABBV ABBVIE INC. | Sell | $1K–15K | 2023-06-06 (11d) |
| 2023-05-26 | AMZN Amazon.Com Inc | Sell | $1K–15K | 2023-06-06 (11d) |
| 2023-05-26 | REIT American Tower Corporation | Sell | $1K–15K | 2023-06-06 (11d) |
| 2023-05-26 | AMAT Applied Materials Inc | Sell | $1K–15K | 2023-06-06 (11d) |
| 2023-05-26 | BAC Bank of America Corporation | Sell | $15K–50K | 2023-06-06 (11d) |
| 2023-05-26 | BMO Bank of Montreal | Sell | $1K–15K | 2023-06-06 (11d) |
| 2023-05-26 | CAT Caterpillar Inc. | Sell | $1K–15K | 2023-06-06 (11d) |
| 2023-05-26 | CSCO Cisco Systems, Inc. Common Stock (DE) | Sell | $1K–15K | 2023-06-06 (11d) |
| 2023-05-26 | C Citigroup Inc. | Sell | $1K–15K | 2023-06-06 (11d) |
| 2023-05-26 | CVS CVS HEALTH CORPORATION | Sell | $1K–15K | 2023-06-06 (11d) |
| 2023-05-26 | JEF Jefferies Financial Group Inc. | Sell | $1K–15K | 2023-06-06 (11d) |
| 2023-05-26 | KLAC KLA Corporation Common Stock | Sell | $1K–15K | 2023-06-06 (11d) |
| 2023-05-26 | MS Morgan Stanley | Sell | $1K–15K | 2023-06-06 (11d) |
| 2023-05-26 | NTAP NetApp, Inc | Sell | $1K–15K | 2023-06-06 (11d) |
| 2023-05-26 | PFE Pfizer Inc. | Sell | $1K–15K | 2023-06-06 (11d) |
| 2023-05-26 | USB U.S. Bancorp | Sell | $1K–15K | 2023-06-06 (11d) |
| 2023-05-26 | UNP Union Pacific Corp. | Sell | $15K–50K | 2023-06-06 (11d) |
| 2023-05-26 | VZ Verizon Communications | Sell | $1K–15K | 2023-06-06 (11d) |
| 2023-05-26 | WBA Walgreens Boots Alliance Inc | Sell | $1K–15K | 2023-06-06 (11d) |
| 2023-05-26 | WFC Wells Fargo & Co. | Sell | $1K–15K | 2023-06-06 (11d) |
| 2023-05-26 | WBK Westpac Banking Corporation | Sell | $1K–15K | 2023-06-06 (11d) |
| 2023-05-26 | OCLCF Oracle Corporation Ordinary | Sell | $15K–50K | 2023-06-06 (11d) |
| 2023-05-25 | ADBE Adobe Inc. | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | T AT&T Inc. | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | AGR Avangrid Inc. | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | BAC Bank of America Corporation | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | BCE BCE, Inc. | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | BX Blackstone Inc. | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | CTAS Cintas Corp | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | CSCO Cisco Systems, Inc. Common Stock (DE) | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | CME CME Group Inc. | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | KO Coca-Cola Company | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | COST Costco Wholesale Corp | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | CCI Crown Castle Inc. | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | DHR Danaher Corporation | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | DECK Deckers Outdoor Corp | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | D Dominion Energy, Inc Common Stock | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | DUK Duke Energy Corporation | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | EMR Emerson Electric Co. | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | ETR Entergy Corporation | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | EQIX Equinix, Inc. Common Stock REIT | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | ES Eversource Energy | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | FITB Fifth Third Bancorp | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | FHN First Horizon Corporation | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | GIS General Mills, Inc. | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | GILD Gilead Sciences Inc | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | HCA HCA Healthcare, Inc. | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | JPM JPMorgan Chase & Co. | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | LCID Lucid Group, Inc. Common Stock | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | MA Mastercard Incorporated | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | MCD McDonald's Corporation | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | MET MetLife, Inc. | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | NEE NextEra Energy, Inc. | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | NNN NNN REIT, Inc. | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | NXPI NXP Semiconductors N.V. | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | PAYX Paychex Inc | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | PEP PepsiCo, Inc. | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | PG Procter & Gamble Company | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | PLD PROLOGIS, INC. | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | QCOM Qualcomm Inc | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | PWR Quanta Services, Inc. | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | ROP Roper Technologies, Inc. Common Stock | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | SPGI S&P Global Inc. | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | SHW The Sherwin-Williams Company | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | SON Sonoco Products Company | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | SO The Southern Company | Sell | $15K–50K | 2023-06-06 (12d) |
| 2023-05-25 | SBUX Starbucks Corp | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | TMO Thermo Fisher Scientific, Inc. | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | TJX TJX Companies, Inc. (The) | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | TMUS T-Mobile US, Inc. | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | TT Trane Technologies plc | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | TRU TransUnion | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | VZ Verizon Communications | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | V VISA Inc. | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | DIS The Walt Disney Company | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | ZTS ZOETIS INC. | Sell | $1K–15K | 2023-06-06 (12d) |
| 2022-08-25 | EXPE Expedia Group, Inc. Common Stock | Sell | $1K–15K | 2023-05-15 (263d) |
Trade activity most recent first
| Transaction date | Stock | Type | Amount | Filed (disclosure delay) |
|---|---|---|---|---|
| 2023-05-26 | ABBV ABBVIE INC. | Sell | $1K–15K | 2023-06-06 (11d) |
| 2023-05-26 | AMZN Amazon.Com Inc | Sell | $1K–15K | 2023-06-06 (11d) |
| 2023-05-26 | REIT American Tower Corporation | Sell | $1K–15K | 2023-06-06 (11d) |
| 2023-05-26 | AMAT Applied Materials Inc | Sell | $1K–15K | 2023-06-06 (11d) |
| 2023-05-26 | BAC Bank of America Corporation | Sell | $15K–50K | 2023-06-06 (11d) |
| 2023-05-26 | BMO Bank of Montreal | Sell | $1K–15K | 2023-06-06 (11d) |
| 2023-05-26 | CAT Caterpillar Inc. | Sell | $1K–15K | 2023-06-06 (11d) |
| 2023-05-26 | CSCO Cisco Systems, Inc. Common Stock (DE) | Sell | $1K–15K | 2023-06-06 (11d) |
| 2023-05-26 | C Citigroup Inc. | Sell | $1K–15K | 2023-06-06 (11d) |
| 2023-05-26 | CVS CVS HEALTH CORPORATION | Sell | $1K–15K | 2023-06-06 (11d) |
| 2023-05-26 | JEF Jefferies Financial Group Inc. | Sell | $1K–15K | 2023-06-06 (11d) |
| 2023-05-26 | KLAC KLA Corporation Common Stock | Sell | $1K–15K | 2023-06-06 (11d) |
| 2023-05-26 | MS Morgan Stanley | Sell | $1K–15K | 2023-06-06 (11d) |
| 2023-05-26 | NTAP NetApp, Inc | Sell | $1K–15K | 2023-06-06 (11d) |
| 2023-05-26 | PFE Pfizer Inc. | Sell | $1K–15K | 2023-06-06 (11d) |
| 2023-05-26 | USB U.S. Bancorp | Sell | $1K–15K | 2023-06-06 (11d) |
| 2023-05-26 | UNP Union Pacific Corp. | Sell | $15K–50K | 2023-06-06 (11d) |
| 2023-05-26 | VZ Verizon Communications | Sell | $1K–15K | 2023-06-06 (11d) |
| 2023-05-26 | WBA Walgreens Boots Alliance Inc | Sell | $1K–15K | 2023-06-06 (11d) |
| 2023-05-26 | WFC Wells Fargo & Co. | Sell | $1K–15K | 2023-06-06 (11d) |
| 2023-05-26 | WBK Westpac Banking Corporation | Sell | $1K–15K | 2023-06-06 (11d) |
| 2023-05-26 | OCLCF Oracle Corporation Ordinary | Sell | $15K–50K | 2023-06-06 (11d) |
| 2023-05-25 | ADBE Adobe Inc. | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | T AT&T Inc. | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | AGR Avangrid Inc. | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | BAC Bank of America Corporation | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | BCE BCE, Inc. | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | BX Blackstone Inc. | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | CTAS Cintas Corp | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | CSCO Cisco Systems, Inc. Common Stock (DE) | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | CME CME Group Inc. | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | KO Coca-Cola Company | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | COST Costco Wholesale Corp | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | CCI Crown Castle Inc. | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | DHR Danaher Corporation | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | DECK Deckers Outdoor Corp | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | D Dominion Energy, Inc Common Stock | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | DUK Duke Energy Corporation | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | EMR Emerson Electric Co. | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | ETR Entergy Corporation | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | EQIX Equinix, Inc. Common Stock REIT | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | ES Eversource Energy | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | FITB Fifth Third Bancorp | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | FHN First Horizon Corporation | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | GIS General Mills, Inc. | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | GILD Gilead Sciences Inc | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | HCA HCA Healthcare, Inc. | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | JPM JPMorgan Chase & Co. | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | LCID Lucid Group, Inc. Common Stock | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | MA Mastercard Incorporated | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | MCD McDonald's Corporation | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | MET MetLife, Inc. | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | NEE NextEra Energy, Inc. | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | NNN NNN REIT, Inc. | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | NXPI NXP Semiconductors N.V. | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | PAYX Paychex Inc | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | PEP PepsiCo, Inc. | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | PG Procter & Gamble Company | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | PLD PROLOGIS, INC. | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | QCOM Qualcomm Inc | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | PWR Quanta Services, Inc. | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | ROP Roper Technologies, Inc. Common Stock | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | SPGI S&P Global Inc. | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | SHW The Sherwin-Williams Company | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | SON Sonoco Products Company | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | SO The Southern Company | Sell | $15K–50K | 2023-06-06 (12d) |
| 2023-05-25 | SBUX Starbucks Corp | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | TMO Thermo Fisher Scientific, Inc. | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | TJX TJX Companies, Inc. (The) | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | TMUS T-Mobile US, Inc. | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | TT Trane Technologies plc | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | TRU TransUnion | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | VZ Verizon Communications | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | V VISA Inc. | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | DIS The Walt Disney Company | Sell | $1K–15K | 2023-06-06 (12d) |
| 2023-05-25 | ZTS ZOETIS INC. | Sell | $1K–15K | 2023-06-06 (12d) |
| 2022-08-25 | EXPE Expedia Group, Inc. Common Stock | Sell | $1K–15K | 2023-05-15 (263d) |
| 2022-04-04 | UNP Union Pacific Corp. | Buy | $15K–50K | 2023-05-15 (406d) |
Sector allocation
Estimated from disclosed trades (net buys, midpoint of reported ranges).
Performance history
| Metric | Annualized | Cumulative | Rating |
|---|---|---|---|
| Disclosed trades · 3Y replication | +8.9% | +29% | |
| Trailing 1Y · replication | +10% | +10% | |
| Since first disclosure (4.0y) · replication | — | +1% |
Replication backtest of disclosed trades, held from each filing date (price return) — not an audited return.
Related ▾
FAQ ▾
How many trades has Zoe Lofgren disclosed?
78 disclosed transactions under the STOCK Act.
What is Zoe Lofgren's trading performance?
+29% over 3 years (−43% vs the S&P 500), replicated from disclosures. Not audited.
Where does this data come from?
STOCK Act Periodic Transaction Reports filed with the U.S. House Clerk.
Sourced from STOCK Act disclosures (U.S. House Clerk) · Not investment advice ▾
Data as of 2023-06-06 · Methodology
Disclosed-trade replication — estimated, not audited. Holdings are estimated from net disclosed buys.
Published by WealthFile · Not investment advice.
🚩 Committee = the traded stock's sector overlaps a committee the member sits on (potential conflict of interest). Filed (Nd) = days between the trade and its public disclosure. Amount = disclosed dollar range (members report ranges, not exact figures). Sourced from STOCK Act / House Clerk PTR.