Caldwell Trust’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,215
|
|
||||
|
2024
Q2 | $252K | Hold |
1,215
|
|
||||
|
2024
Q1 | $251K | Buy |
1,215
+50
|
|
||||
|
2023
Q4 | $186K | Hold |
1,165
|
|
||||
|
2023
Q3 | $162K | Sell |
1,165
-560
|
|
||||
|
2023
Q2 | $228K | Hold |
1,725
|
|
||||
|
2023
Q1 | $247K | Buy |
1,725
+1,425
|
|
||||
|
2022
Q4 | $38.9K | Hold |
300
|
|
||||
|
2022
Q3 | $34.9K | Hold |
300
|
|
||||
|
2022
Q2 | $34.9K | Hold |
300
|
|
||||
|
2022
Q1 | $34.2K | Hold |
300
|
|
||||
|
2021
Q4 | $30.8K | Hold |
300
|
|
||||
|
2021
Q3 | $27.1K | Hold |
300
|
|
||||
|
2021
Q2 | $29.5K | Hold |
300
|
|
||||
|
2021
Q1 | $28.7K | Hold |
300
|
|
||||
|
2020
Q4 | $29.7K | Hold |
300
|
|
||||
|
2020
Q3 | $28.4K | Hold |
300
|
|
||||
|
2020
Q2 | $24K | Hold |
300
|
|
||||
|
2020
Q1 | $22.2K | Hold |
300
|
|
||||
|
2019
Q4 | $21.7K | Buy |
+300
|
|