Catalyst Financial Partners’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.31M | Buy |
4,895
+168
| +4% | +$44.8K | 0.14% | 61 |
|
2025
Q1 | $1.34M | Buy |
4,727
+52
| +1% | +$14.7K | 0.25% | 50 |
|
2024
Q4 | $1.12M | Buy |
4,675
+13
| +0.3% | +$3.12K | 0.21% | 58 |
|
2024
Q3 | $1.18M | Sell |
4,662
-92
| -2% | -$23.3K | 0.23% | 54 |
|
2024
Q2 | $987K | Sell |
4,754
-64
| -1% | -$13.3K | 0.22% | 59 |
|
2024
Q1 | $1.01M | Sell |
4,818
-161
| -3% | -$33.7K | 0.26% | 47 |
|
2023
Q4 | $793K | Sell |
4,979
-631
| -11% | -$101K | 0.22% | 63 |
|
2023
Q3 | $781K | Buy |
5,610
+247
| +5% | +$34.4K | 0.25% | 59 |
|
2023
Q2 | $710K | Sell |
5,363
-465
| -8% | -$61.6K | 0.25% | 62 |
|
2023
Q1 | $834K | Buy |
5,828
+2,713
| +87% | +$388K | 0.36% | 42 |
|
2022
Q4 | $404K | Buy |
+3,115
| New | +$404K | 0.21% | 73 |
|