Douglas Lane & Associates’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,568
| Closed | -$324K | – | 244 |
|
|
2024
Q1 | $324K | Sell |
1,568
-914
| -37% | -$189K | ﹤0.01% | 205 |
|
|
2023
Q4 | $395K | Buy |
2,482
+500
| +25% | +$79.6K | 0.01% | 192 |
|
|
2023
Q3 | $276K | Buy |
1,982
+2
| +0.1% | +$279 | ﹤0.01% | 207 |
|
|
2023
Q2 | $262K | Buy |
+1,980
| New | +$262K | ﹤0.01% | 206 |
|
|
2021
Q3 | – | Sell |
-2,121
| Closed | -$208K | – | 231 |
|
|
2021
Q2 | $208K | Buy |
2,121
+17
| +0.8% | +$1.67K | ﹤0.01% | 222 |
|
|
2021
Q1 | $201K | Hold |
2,104
| – | – | ﹤0.01% | 211 |
|
|
2020
Q4 | $208K | Sell |
2,104
-13
| -0.6% | -$1.29K | ﹤0.01% | 207 |
|
|
2020
Q3 | $200K | Buy |
+2,117
| New | +$200K | ﹤0.01% | 198 |
|
|
2020
Q2 | – | Sell |
-2,906
| Closed | -$215K | – | 204 |
|
|
2020
Q1 | $215K | Sell |
2,906
-97
| -3% | -$7.18K | 0.01% | 186 |
|
|
2019
Q4 | $217K | Sell |
3,003
-160
| -5% | -$11.6K | ﹤0.01% | 198 |
|
|
2019
Q3 | $244K | Hold |
3,163
| – | – | ﹤0.01% | 196 |
|
|
2019
Q2 | $253K | Hold |
3,163
| – | – | ﹤0.01% | 199 |
|
|
2019
Q1 | $228K | Buy |
+3,163
| New | +$228K | ﹤0.01% | 201 |
|
|
2017
Q4 | – | Sell |
-4,250
| Closed | -$206K | – | 209 |
|
|
2017
Q3 | $206K | Buy |
+4,250
| New | +$206K | ﹤0.01% | 202 |
|
|
2017
Q2 | – | Sell |
-5,300
| Closed | -$208K | – | 203 |
|
|
2017
Q1 | $208K | Buy |
+5,300
| New | +$208K | 0.01% | 200 |
|