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