Zoe Lofgren (D-CA) Stock Trades & Portfolio

Zoe Lofgren is a United States Representative from CA affiliated with the Democratic Party, serving in the US House of Representatives. Disclosed Capitol tracks 361 disclosed stock trades from Zoe Lofgren, filed under the STOCK Act. The portfolio compounds at 7.4% annualized — 8.7% below the S&P 500 benchmark over the same period, with a 35% win rate on individual trades. The full trade history, holdings, sector allocation, and risk metrics are below.

Zoe Lofgren (D-CA) has disclosed 361 trades under the STOCK Act; portfolio CAGR of 7.4% (-8.7% vs. the S&P 500); top tickers traded: MUNI, AEP, BUD.

Zoe Lofgren's most recent trades

Full trade list with transaction dates, disclosure dates, tickers, and amount ranges is in the interactive table below.

Top holdings & sectors

Most-traded tickers: MUNI, AEP, BUD. Sector allocation and portfolio weighting appear in the Holdings panel.

Portfolio performance vs. S&P 500

Annualized return: 7.4% CAGR, -8.7% alpha vs. the S&P 500. Detailed performance charts are in the Performance panel.

Zoe Lofgren's disclosed portfolio value & net worth

Zoe Lofgren's disclosed stock portfolio is valued at approximately $720K across 54 tracked positions. This reflects only publicly disclosed, exchange-traded securities from STOCK Act filings — it excludes real estate, private assets, cash, and liabilities, so it is a partial floor on Zoe Lofgren's total net worth, not a complete measure of it.