Carroll Financial Associates’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $24K | Buy |
241
+45
| +23% | +$4.48K | ﹤0.01% | 921 |
|
|
2021
Q3 | $17K | Sell |
196
-67
| -25% | -$5.81K | ﹤0.01% | 1045 |
|
|
2021
Q2 | $25K | Sell |
263
-372
| -59% | -$35.4K | ﹤0.01% | 1018 |
|
|
2021
Q1 | $60K | Buy |
635
+21
| +3% | +$1.98K | ﹤0.01% | 721 |
|
|
2020
Q4 | $60K | Buy |
614
+135
| +28% | +$13.2K | ﹤0.01% | 654 |
|
|
2020
Q3 | $45K | Hold |
479
| – | – | ﹤0.01% | 683 |
|
|
2020
Q2 | $38K | Sell |
479
-20
| -4% | -$1.59K | ﹤0.01% | 705 |
|
|
2020
Q1 | $36K | Sell |
499
-148
| -23% | -$10.7K | ﹤0.01% | 649 |
|
|
2019
Q4 | $46K | Buy |
647
+136
| +27% | +$9.67K | ﹤0.01% | 673 |
|
|
2019
Q3 | $39K | Sell |
511
-8
| -2% | -$611 | ﹤0.01% | 671 |
|
|
2019
Q2 | $41K | Hold |
519
| – | – | ﹤0.01% | 651 |
|
|
2019
Q1 | $37K | Buy |
519
+2
| +0.4% | +$143 | ﹤0.01% | 621 |
|
|
2018
Q4 | $31K | Sell |
517
-10
| -2% | -$600 | ﹤0.01% | 572 |
|
|
2018
Q3 | $37K | Buy |
527
+14
| +3% | +$983 | ﹤0.01% | 570 |
|
|
2018
Q2 | $30K | Buy |
513
+14
| +3% | +$819 | ﹤0.01% | 588 |
|
|
2018
Q1 | $30K | Hold |
499
| – | – | ﹤0.01% | 582 |
|
|
2017
Q4 | $28K | Hold |
499
| – | – | ﹤0.01% | 587 |
|
|
2017
Q3 | $24K | Hold |
499
| – | – | ﹤0.01% | 614 |
|
|
2017
Q2 | $22K | Buy |
499
+388
| +350% | +$17.1K | ﹤0.01% | 652 |
|
|
2017
Q1 | $4K | Buy |
111
+11
| +11% | +$396 | ﹤0.01% | 1018 |
|
|
2016
Q4 | $3K | Buy |
100
+13
| +15% | +$390 | ﹤0.01% | 1017 |
|
|
2016
Q3 | $2K | Buy |
87
+14
| +19% | +$322 | ﹤0.01% | 1071 |
|
|
2016
Q2 | $2K | Hold |
73
| – | – | ﹤0.01% | 1058 |
|
|
2016
Q1 | $2K | Hold |
73
| – | – | ﹤0.01% | 1042 |
|
|
2015
Q4 | $2K | Hold |
73
| – | – | ﹤0.01% | 999 |
|
|
2015
Q3 | $2K | Sell |
73
-10
| -12% | -$274 | ﹤0.01% | 976 |
|
|
2015
Q2 | $2K | Buy |
+83
| New | +$2K | ﹤0.01% | 985 |
|