Financial Architects (New Jersey)’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.17M | Sell |
16,370
-873
| -5% | -$116K | 0.33% | 65 |
|
|
2023
Q1 | $2.47M | Sell |
17,243
-2,439
| -12% | -$349K | 0.4% | 55 |
|
|
2022
Q4 | $2.55M | Sell |
19,682
-74
| -0.4% | -$9.6K | 0.42% | 54 |
|
|
2022
Q3 | $2.3M | Buy |
+19,756
| New | +$2.3M | 0.4% | 55 |
|
|
2022
Q2 | – | Sell |
-19,791
| Closed | -$2.26M | – | 206 |
|
|
2022
Q1 | $2.26M | Buy |
19,791
+18
| +0.1% | +$2.05K | 0.32% | 76 |
|
|
2021
Q4 | $2.03M | Buy |
19,773
+303
| +2% | +$31.1K | 0.27% | 88 |
|
|
2021
Q3 | $1.76M | Buy |
19,470
+21
| +0.1% | +$1.9K | 0.26% | 95 |
|
|
2021
Q2 | $1.91M | Buy |
19,449
+4
| +0% | +$393 | 0.28% | 86 |
|
|
2021
Q1 | $1.86M | Buy |
19,445
+20
| +0.1% | +$1.91K | 0.29% | 81 |
|
|
2020
Q4 | $1.92M | Buy |
19,425
+35
| +0.2% | +$3.46K | 0.36% | 67 |
|
|
2020
Q3 | $1.84M | Buy |
19,390
+23
| +0.1% | +$2.18K | 0.4% | 56 |
|
|
2020
Q2 | $1.55M | Buy |
19,367
+24
| +0.1% | +$1.92K | 0.36% | 64 |
|
|
2020
Q1 | $1.43M | Buy |
19,343
+533
| +3% | +$39.3K | 0.39% | 56 |
|
|
2019
Q4 | $1.36M | Buy |
18,810
+27
| +0.1% | +$1.96K | 0.29% | 74 |
|
|
2019
Q3 | $1.45M | Buy |
18,783
+22
| +0.1% | +$1.7K | 0.34% | 65 |
|
|
2019
Q2 | $1.5M | Sell |
18,761
-508
| -3% | -$40.6K | 0.28% | 77 |
|
|
2019
Q1 | $1.39M | Buy |
19,269
+696
| +4% | +$50.2K | 0.24% | 82 |
|
|
2018
Q4 | $1.12M | Hold |
18,573
| – | – | 0.21% | 83 |
|
|
2018
Q3 | $1.32M | Sell |
18,573
-12
| -0.1% | -$852 | 0.21% | 82 |
|
|
2018
Q2 | $1.1M | Sell |
18,585
-7
| -0% | -$414 | 0.2% | 95 |
|
|
2018
Q1 | $1.13M | Buy |
18,592
+428
| +2% | +$26.1K | 0.22% | 81 |
|
|
2017
Q4 | $1.02M | Hold |
18,164
| – | – | 0.17% | 97 |
|
|
2017
Q3 | $880K | Sell |
18,164
-23
| -0.1% | -$1.11K | 0.16% | 106 |
|
|
2017
Q2 | $801K | Buy |
18,187
+65
| +0.4% | +$2.86K | 0.14% | 106 |
|
|
2017
Q1 | $710K | Buy |
18,122
+248
| +1% | +$9.72K | 0.13% | 119 |
|
|
2016
Q4 | $635K | Buy |
17,874
+17,336
| +3,222% | +$616K | 0.15% | 119 |
|
|
2016
Q3 | $17K | Sell |
538
-3,454
| -87% | -$109K | ﹤0.01% | 868 |
|
|
2016
Q2 | $134K | Buy |
3,992
+3,738
| +1,472% | +$125K | 0.04% | 319 |
|
|
2016
Q1 | $9K | Buy |
+254
| New | +$9K | ﹤0.01% | 766 |
|
|
2015
Q3 | – | Sell |
-28
| Closed | -$1K | – | 695 |
|
|
2015
Q2 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 1134 |
|