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Zoe Lofgren

Zoe Lofgren

DEM
House · CA
Data as of 7:46 AM UTC
CAGR
+7.4%
Trades
361
Win Rate
52%
Sharpe
0.87
Beta
0.66
Max DD
(62.6%)
CAGR
+7.4%
Trades
361
Win Rate
52%
Sharpe
0.87
Beta
0.66
Max DD
(62.6%)

Zoe Lofgren portfolio vs S&P 500

Hypothetical $10,000 invested at their first disclosed trade date. · log scale

Loading portfolio history...

Hypothetical backtest based on disclosed trades. Past performance does not predict future results. Not investment advice.

TickerActionDescriptionAmountTradedFiledShare
No trades filed

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).

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 are listed in the trade table below. 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.