BFA
Beaumont Financial Advisors’s Progressive PGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5M | Buy |
18,725
+2,475
| +15% | +$660K | 0.36% | 54 |
|
|
2025
Q1 | $4.6M | Buy |
16,250
+13,122
| +420% | +$3.71M | 0.36% | 56 |
|
|
2024
Q4 | $750K | Buy |
3,128
+7
| +0.2% | +$1.68K | 0.06% | 175 |
|
|
2024
Q3 | $792K | Buy |
3,121
+60
| +2% | +$15.2K | 0.06% | 165 |
|
|
2024
Q2 | $636K | Buy |
3,061
+109
| +4% | +$22.6K | 0.05% | 189 |
|
|
2024
Q1 | $611K | Sell |
2,952
-19
| -0.6% | -$3.93K | 0.05% | 185 |
|
|
2023
Q4 | $473K | Buy |
2,971
+55
| +2% | +$8.76K | 0.04% | 202 |
|
|
2023
Q3 | $406K | Buy |
2,916
+1,329
| +84% | +$185K | 0.04% | 202 |
|
|
2023
Q2 | $210K | Buy |
1,587
+37
| +2% | +$4.9K | 0.02% | 320 |
|
|
2023
Q1 | $222K | Hold |
1,550
| – | – | 0.02% | 292 |
|
|
2022
Q4 | $201K | Buy |
+1,550
| New | +$201K | 0.02% | 305 |
|
|
2022
Q1 | – | Sell |
-100,327
| Closed | -$10.3M | – | 378 |
|
|
2021
Q4 | $10.3M | Buy |
100,327
+5,451
| +6% | +$560K | 0.75% | 41 |
|
|
2021
Q3 | $8.58M | Buy |
94,876
+30,907
| +48% | +$2.79M | 0.66% | 46 |
|
|
2021
Q2 | $6.28M | Buy |
63,969
+1,230
| +2% | +$121K | 0.48% | 51 |
|
|
2021
Q1 | $6M | Buy |
62,739
+2,617
| +4% | +$250K | 0.51% | 57 |
|
|
2020
Q4 | $5.95M | Buy |
60,122
+46,286
| +335% | +$4.58M | 0.53% | 64 |
|
|
2020
Q3 | $1.31M | Buy |
13,836
+3,650
| +36% | +$346K | 0.13% | 115 |
|
|
2020
Q2 | $816K | Buy |
+10,186
| New | +$816K | 0.09% | 150 |
|