CWS Financial Advisors’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $953K | Buy |
3,570
+316
| +10% | +$84.3K | 0.28% | 47 |
|
|
2025
Q1 | $921K | Hold |
3,254
| – | – | 0.29% | 43 |
|
|
2024
Q4 | $780K | Buy |
3,254
+752
| +30% | +$180K | 0.25% | 45 |
|
|
2024
Q3 | $635K | Hold |
2,502
| – | – | 0.22% | 49 |
|
|
2024
Q2 | $520K | Sell |
2,502
-50
| -2% | -$10.4K | 0.2% | 54 |
|
|
2024
Q1 | $528K | Sell |
2,552
-4,591
| -64% | -$950K | 0.22% | 50 |
|
|
2023
Q4 | $1.14M | Sell |
7,143
-1,206
| -14% | -$192K | 0.43% | 34 |
|
|
2023
Q3 | $1.16M | Hold |
8,349
| – | – | 0.47% | 29 |
|
|
2023
Q2 | $1.11M | Sell |
8,349
-33
| -0.4% | -$4.37K | 0.42% | 31 |
|
|
2023
Q1 | $1.2M | Sell |
8,382
-827
| -9% | -$118K | 0.48% | 28 |
|
|
2022
Q4 | $880K | Buy |
9,209
+696
| +8% | +$66.5K | 0.38% | 46 |
|
|
2022
Q3 | $989K | Sell |
8,513
-12
| -0.1% | -$1.39K | 0.47% | 31 |
|
|
2022
Q2 | $991K | Sell |
8,525
-699
| -8% | -$81.3K | 0.45% | 33 |
|
|
2022
Q1 | $1.05M | Hold |
9,224
| – | – | 0.4% | 34 |
|
|
2021
Q4 | $947K | Buy |
+9,224
| New | +$947K | 0.33% | 51 |
|
|
2021
Q2 | $904K | Hold |
9,209
| – | – | 0.36% | 49 |
|
|
2021
Q1 | $880K | Sell |
9,209
-254
| -3% | -$24.3K | 0.38% | 46 |
|
|
2020
Q4 | $936K | Sell |
9,463
-121
| -1% | -$12K | 0.54% | 31 |
|
|
2020
Q3 | $907K | Sell |
9,584
-7
| -0.1% | -$662 | 0.6% | 26 |
|
|
2020
Q2 | $768K | Buy |
9,591
+2,908
| +44% | +$233K | 0.55% | 32 |
|
|
2020
Q1 | $484K | Hold |
6,683
| – | – | 0.36% | 64 |
|
|
2019
Q4 | $484K | Buy |
+6,683
| New | +$484K | 0.35% | 65 |
|