Democrat · Representative · CA, District 18

Zoe Lofgren

216 disclosed trades · 23/12/2015 → 11/12/2025

Tickers: 128
Buys / sells: 98 / 115
Median lag: 19d
Est. volume: $2.4M

C60/ 100

median 19d lag to file · 6 late

Return mirror

Buy disclosures averaged +89.1% since filing, -23.4 pp vs S&P 500.

since disclosure

Win rate: 66.7%
Avg return: +89.1%
vs S&P 500: -23.4 pp

Playbook

Index Shadow

Zoe shows an Index Shadow pattern

Diversified book that tracks the index closely.

Spread across many names with no single position dominating. Returns rarely diverge meaningfully from the S&P 500.

Cadence: 22/yr
Buy bias: 46%

Activity timeline

yearwise

Most traded

by count

Estimated holdings

10 positions · $104.5K est. volume

UNP$32.5K
CMS$8K
EPR$8K
WMT$8K
MSFT$8K
SIX$8K

All disclosed trades (216)

Showing 216 of 216 loaded disclosures

Asset

06/01/2026Traded 11/12/2025SellBond
California State Public Works Board Lease Revenue Bonds, Ser. D
26d$1,001–$15,000
06/01/2026Traded 11/12/2025SellBond
Lynwood Unified School District GO Bonds
26d$100,001–$250,000
06/06/2023Traded 26/05/2023SellABBV
ABBVAbbVie
Corporate bond
11d$1,001–$15,000
06/06/2023Traded 26/05/2023SellAMZN
AMZNAmazon.com
Corporate bond
11d$1,001–$15,000
06/06/2023Traded 26/05/2023SellAEP
AEPAmerican Electric Power Company
Corporate bond
11d$1,001–$15,000
06/06/2023Traded 26/05/2023SellAMT
AMTAmerican Tower Corporation (REIT)
Corporate bond
11d$1,001–$15,000
06/06/2023Traded 26/05/2023SellBUD
BUDAnheuser-Busch Inbev SA Sponsored ADR (Belgium)
Corporate bond
11d$1,001–$15,000
06/06/2023Traded 26/05/2023SellAMAT
AMATApplied Materials
Corporate bond
11d$1,001–$15,000
06/06/2023Traded 26/05/2023SellBAC
BACBank of America
Corporate bond
11d$15,001–$50,000
06/06/2023Traded 26/05/2023SellBMO
BMOBank Of Montreal
Corporate bond
11d$1,001–$15,000
06/06/2023Traded 26/05/2023SellCAT
CATCaterpillar
Corporate bond
11d$1,001–$15,000
06/06/2023Traded 26/05/2023SellCSCO
CSCOCisco Systems
Corporate bond
11d$1,001–$15,000
06/06/2023Traded 26/05/2023SellC
CCitigroup
Corporate bond
11d$1,001–$15,000
06/06/2023Traded 26/05/2023SellCVS
CVSCVS Health
Corporate bond
11d$1,001–$15,000
06/06/2023Traded 26/05/2023SellJEF
JEFJefferies Financial Group
Corporate bond
11d$1,001–$15,000
06/06/2023Traded 26/05/2023SellKLAC
KLACKLA
Corporate bond
11d$1,001–$15,000
06/06/2023Traded 26/05/2023SellMS
MSMorgan Stanley
Corporate bond
11d$1,001–$15,000
06/06/2023Traded 26/05/2023SellNTAP
NTAPNetApp
Corporate bond
11d$1,001–$15,000
06/06/2023Traded 26/05/2023SellOCLCF
OCLCFOracle Corporation Ordinary Shares
Corporate bond
11d$15,001–$50,000
06/06/2023Traded 26/05/2023SellBond
Paramount Global Ltd.
Corporate bond
11d$1,001–$15,000
06/06/2023Traded 26/05/2023SellPFE
PFEPfizer
Corporate bond
11d$1,001–$15,000
06/06/2023Traded 26/05/2023SellUSB
USBU.S. Bancorp
Corporate bond
11d$1,001–$15,000
06/06/2023Traded 26/05/2023SellUNP
UNPUnion Pacific
Corporate bond
11d$15,001–$50,000
06/06/2023Traded 26/05/2023SellDE
DEUnitedHealth Group Incorporated Common Stock (DE)
Corporate bond
11d$1,001–$15,000
06/06/2023Traded 26/05/2023SellVZ
VZVerizon Communications
Corporate bond
11d$1,001–$15,000

US Congress periodic transaction reports (STOCK Act). Latest trade: 11/12/2025. Identical consecutive line items on the same filing are collapsed with a ×N badge.