EFS
Essex Financial Services’s Progressive PGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Buy |
3,894
+223
| +6% | +$59.5K | 0.07% | 242 |
|
|
2025
Q1 | $1.04M | Buy |
3,671
+314
| +9% | +$88.9K | 0.07% | 222 |
|
|
2024
Q4 | $804K | Sell |
3,357
-118
| -3% | -$28.3K | 0.06% | 281 |
|
|
2024
Q3 | $863K | Buy |
3,475
+900
| +35% | +$224K | 0.06% | 272 |
|
|
2024
Q2 | $562K | Buy |
2,575
+749
| +41% | +$164K | 0.04% | 352 |
|
|
2024
Q1 | $378K | Buy |
1,826
+132
| +8% | +$27.3K | 0.03% | 378 |
|
|
2023
Q4 | $270K | Sell |
1,694
-56
| -3% | -$8.92K | 0.03% | 418 |
|
|
2023
Q3 | $244K | Sell |
1,750
-217
| -11% | -$30.2K | 0.03% | 410 |
|
|
2023
Q2 | $260K | Buy |
1,967
+110
| +6% | +$14.6K | 0.03% | 395 |
|
|
2023
Q1 | $266K | Buy |
1,857
+187
| +11% | +$26.8K | 0.03% | 398 |
|
|
2022
Q4 | $216K | Sell |
1,670
-148
| -8% | -$19.1K | 0.02% | 440 |
|
|
2022
Q3 | $211K | Sell |
1,818
-620
| -25% | -$72K | 0.03% | 426 |
|
|
2022
Q2 | $283K | Sell |
2,438
-262
| -10% | -$30.4K | 0.03% | 365 |
|
|
2022
Q1 | $308K | Buy |
2,700
+404
| +18% | +$46.1K | 0.03% | 367 |
|
|
2021
Q4 | $236K | Buy |
2,296
+50
| +2% | +$5.14K | 0.02% | 428 |
|
|
2021
Q3 | $203K | Buy |
2,246
+118
| +6% | +$10.7K | 0.02% | 445 |
|
|
2021
Q2 | $209K | Buy |
+2,128
| New | +$209K | 0.03% | 426 |
|