Zoe Lofgren Stock Trades

Zoe Lofgren Trading Activity | Quantellect Zoe Lofgren Trading Activity

Zoe Lofgren's most recent disclosed transactions consist of two municipal-bond sales, rather than the stock transactions that appear throughout much of the earlier record. On December 11, 2025, a filing reported two joint sales: Lynwood Unified School District general obligation bonds in the disclosed range of $100,001 to $250,000, and California State Public Works Board lease revenue bonds in the disclosed range of $1,001 to $15,000. Both carry a joint attribution code, meaning the transactions are attributed to Lofgren and her spouse together rather than to either individual alone.

That municipal-bond activity stands out against the broader record. Of 467 total transactions on file dating back to November 2013, 447 carry a spousal attribution code and 20 are joint. None are coded as Lofgren's own individual trades. This pattern matters for how the disclosures should be read: the overwhelming majority of the activity in this profile consists of transactions attributed to her spouse, not to the congresswoman individually.

Purchases, then a wave of sales

The transaction history includes a purchase-heavy stretch followed by sale-heavy years. Across 2016 through 2021, purchases outnumbered sales overall, driven most heavily by 2017, with 82 purchases against 2 sales, and 2021, with 100 purchases against 11 sales. Activity within that period was not uniform: 2018 recorded 5 purchases and 16 sales, while 2020 logged 66 sales against just 6 purchases. In 2022, the record returned to 14 purchases and 9 sales before reversing sharply in 2023, when it recorded 99 sales and no purchases. The supplied transaction detail shows dozens of securities sold on May 25 and May 26 of that year, creating a broad, concentrated wave of sales. After 2023, the next recorded activity consists of just two transactions in 2025, both joint bond sales in December.

Sector activity across the full disclosure history is led by financials (78 transactions) and an "Unknown" category (78 transactions, reflecting securities where sector data was not captured), followed by health care (57), information technology (46), consumer staples (40), industrials (36), consumer discretionary (34), utilities (31), communication services (29), real estate (29), materials (8), and energy (1). The mix shows disclosed transaction activity spread across a wide range of sectors rather than concentrated in a single category.

The most frequently disclosed securities underscore the same breadth. UnitedHealth Group and Verizon Communications each appear in 8 disclosed transactions, evenly split between purchases and sales, with their most recent transactions dated May 26, 2023. PepsiCo appears 7 times, while General Mills, Mastercard, Visa, and Zoetis each appear 6 times. Home Depot also appears 6 times, but its most recent disclosed transaction was dated October 13, 2021, before the May 2023 sales involving many of the other frequently disclosed names.

The May 2023 sales span a wide cross-section of the American economy: UnitedHealth Group and Pfizer in health care; JPMorgan Chase, Bank of America, Morgan Stanley, Wells Fargo, Citigroup, and Mastercard in financials; Cisco Systems, Applied Materials, KLA Corporation, Adobe, and Qualcomm in technology; Amazon.com, Walt Disney, and Starbucks among consumer-facing companies; American Electric Power and NextEra Energy in utilities; and Union Pacific, Caterpillar, and Cintas in industrials. AbbVie, sold May 26, 2023, in the disclosed range of $1,001 to $15,000, offers medicines including Skyrizi and Rinvoq, along with Botox Cosmetic and several cancer therapies. Verizon, sold the same day, provides wireless, broadband, and wireline communications services. Cisco Systems, also sold May 26, provides networking, security, collaboration, monitoring, and related technology products and services. These named sales carry a spousal attribution code. The supplied May 2023 records also include a joint sale of Lucid Group dated May 25, underscoring the need to read each transaction's attribution separately.

The December 2025 transactions differ in kind from the May 2023 stock sales: both involved municipal bonds rather than corporate equities. The Lynwood Unified School District general obligation bonds and California State Public Works Board lease revenue bonds were sold on December 11, 2025, and disclosed in a filing dated January 6, 2026. Both transactions were coded joint, while the named May 2023 stock sales above were coded as spousal transactions. The transaction dates and filing date are distinct and should not be read interchangeably.

Taken together, the record shows purchase-heavy activity during parts of the mid-to-late 2010s, substantial sale activity in 2020, another concentrated wave of sales over two days in May 2023, and two joint municipal-bond sales at the end of 2025. As of the latest published score date, August 21, 2026, Zoe Lofgren does not have a Quantellect Score because no score row exists for her at that date.

About this profile

This profile is built from transaction disclosures filed under the Stop Trading on Congressional Knowledge (STOCK) Act, which requires covered filers to report qualifying financial transactions. Stop Trading on Congressional Knowledge Act of 2012. The House Committee on Ethics provides filing guidance, including instructions concerning transactions involving spouses and dependent children and the use of prescribed amount ranges. House Committee on Ethics financial disclosure instruction guide. Disclosures reported under a member's name may include transactions attributed to a spouse, dependent child, or joint owner, and this profile follows the attribution code reported for each transaction. Source filings are available from the House Clerk, including filings dated June 6, 2023 and January 6, 2026.