Buckingham Strategic Wealth’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $3.12M | Buy |
15,034
+198
| +1% | +$41.4K | 0.03% | 186 |
|
|
2024
Q1 | $3.07M | Sell |
14,836
-291
| -2% | -$54K | 0.03% | 191 |
|
|
2023
Q4 | $2.41M | Buy |
15,127
+138
| +0.9% | +$21.6K | 0.03% | 213 |
|
|
2023
Q3 | $2.09M | Buy |
14,989
+59
| +0.4% | +$7.76K | 0.03% | 213 |
|
|
2023
Q2 | $1.98M | Sell |
14,930
-148
| -1% | -$19.8K | 0.03% | 215 |
|
|
2023
Q1 | $1.96M | Hold |
15,078
| – | – | 0.04% | 181 |
|
|
2022
Q4 | $1.96M | Sell |
15,078
-612
| -4% | -$77.6K | 0.04% | 181 |
|
|
2022
Q3 | $1.82M | Buy |
15,690
+8
| +0.1% | +$963 | 0.04% | 179 |
|
|
2022
Q2 | $1.82M | Buy |
15,682
+440
| +3% | +$49.9K | 0.04% | 183 |
|
|
2022
Q1 | $1.74M | Sell |
15,242
-52
| -0.3% | -$5.62K | 0.03% | 199 |
|
|
2021
Q4 | $1.57M | Sell |
15,294
-336
| -2% | -$32.1K | 0.03% | 218 |
|
|
2021
Q3 | $1.41M | Buy |
15,630
+1,287
| +9% | +$123K | 0.03% | 221 |
|
|
2021
Q2 | $1.41M | Sell |
14,343
-2,168
| -13% | -$214K | 0.03% | 219 |
|
|
2021
Q1 | $1.58M | Sell |
16,511
-2,323
| -12% | -$211K | 0.08% | 182 |
|
|
2020
Q4 | $1.86M | Buy |
18,834
+14,395
| +324% | +$1.36M | 0.1% | 151 |
|
|
2020
Q3 | $420K | Buy |
4,439
+1,465
| +49% | +$132K | 0.03% | 290 |
|
|
2020
Q2 | $238K | Sell |
2,974
-1,937
| -39% | -$151K | 0.02% | 358 |
|
|
2020
Q1 | $363K | Buy |
4,911
+63
| +1% | +$4.86K | 0.04% | 302 |
|
|
2019
Q4 | $351K | Sell |
4,848
-2
| -0% | -$144 | 0.03% | 320 |
|
|
2019
Q3 | $375K | Sell |
4,850
-183
| -4% | -$14.4K | 0.04% | 282 |
|
|
2019
Q2 | $402K | Buy |
5,033
+2
| +0% | +$155 | 0.04% | 280 |
|
|
2019
Q1 | $363K | Buy |
5,031
+241
| +5% | +$16.5K | 0.05% | 279 |
|
|
2018
Q4 | $289K | Sell |
4,790
-50
| -1% | -$3.33K | 0.04% | 273 |
|
|
2018
Q3 | $344K | Buy |
4,840
+50
| +1% | +$3.22K | 0.05% | 247 |
|
|
2018
Q2 | $283K | Sell |
4,790
-5,380
| -53% | -$329K | 0.05% | 274 |
|
|
2018
Q1 | $620K | Sell |
10,170
-496
| -5% | -$28.3K | 0.12% | 147 |
|
|
2017
Q4 | $601K | Buy |
10,666
+1,329
| +14% | +$68.8K | 0.13% | 147 |
|
|
2017
Q3 | $452K | Hold |
9,337
| – | – | 0.11% | 171 |
|
|
2017
Q2 | $412K | Buy |
9,337
+400
| +4% | +$16.6K | 0.1% | 175 |
|
|
2017
Q1 | $350K | Buy |
8,937
+25
| +0.3% | +$954 | 0.1% | 175 |
|
|
2016
Q4 | $316K | Hold |
8,912
| – | – | 0.1% | 156 |
|
|
2016
Q3 | $281K | Buy |
8,912
+121
| +1% | +$3.94K | 0.1% | 163 |
|
|
2016
Q2 | $295K | Sell |
8,791
-187
| -2% | -$6.19K | 0.1% | 154 |
|
|
2016
Q1 | $315K | Sell |
8,978
-268
| -3% | -$8.57K | 0.1% | 142 |
|
|
2015
Q4 | $294K | Hold |
9,246
| – | – | 0.1% | 139 |
|
|
2015
Q3 | $283K | Hold |
9,246
| – | – | 0.1% | 140 |
|
|
2015
Q2 | $257K | Sell |
9,246
-85
| -0.9% | -$2.32K | 0.08% | 179 |
|
|
2015
Q1 | $254K | Buy |
9,331
+33
| +0.4% | +$881 | 0.1% | 167 |
|
|
2014
Q4 | $251K | Hold |
9,298
| – | – | 0.1% | 160 |
|
|
2014
Q3 | $235K | Buy |
9,298
+231
| +3% | +$5.69K | 0.1% | 147 |
|
|
2014
Q2 | $230K | Buy |
+9,067
| New | +$225K | 0.1% | 149 |
|
|
2013
Q4 | – | Sell |
-7,822
| Closed | -$213K | – | 163 |
|
|
2013
Q3 | $213K | Buy |
+7,822
| New | +$203K | 0.11% | 120 |
|
Other funds holding PGR
