FGAM
Financial Gravity Asset Management’s Progressive PGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $7.36K | Buy |
+26
| New | +$7.36K | ﹤0.01% | 662 |
|
|
2024
Q2 | – | Sell |
-8
| Closed | -$1.76K | – | 2219 |
|
|
2024
Q1 | $1.76K | Buy |
8
+7
| +700% | +$1.54K | ﹤0.01% | 1135 |
|
|
2023
Q4 | $78 | Hold |
1
| – | – | ﹤0.01% | 1286 |
|
|
2023
Q3 | $78 | Sell |
1
-188
| -99% | -$14.7K | ﹤0.01% | 1022 |
|
|
2023
Q2 | $2.95K | Buy |
189
+46
| +32% | +$717 | 0.01% | 568 |
|
|
2023
Q1 | $3.63K | Buy |
143
+13
| +10% | +$330 | 0.11% | 224 |
|
|
2022
Q4 | $2.65K | Sell |
130
-1,610
| -93% | -$32.8K | 0.01% | 498 |
|
|
2022
Q3 | $3.1K | Sell |
1,740
-232
| -12% | -$413 | 0.1% | 204 |
|
|
2022
Q2 | $3.19K | Buy |
1,972
+34
| +2% | +$55 | 0.1% | 206 |
|
|
2022
Q1 | $2.84K | Sell |
1,938
-225
| -10% | -$329 | 0.08% | 225 |
|
|
2021
Q4 | $3.68K | Buy |
2,163
+2,126
| +5,746% | +$3.62K | 0.08% | 237 |
|
|
2021
Q3 | $90K | Hold |
37
| – | – | 0.04% | 381 |
|
|
2021
Q2 | $98K | Sell |
37
-2
| -5% | -$5.3K | 0.04% | 352 |
|
|
2021
Q1 | $3.77K | Buy |
39
+15
| +63% | +$1.45K | 0.08% | 171 |
|
|
2020
Q4 | $2K | Buy |
+24
| New | +$2K | ﹤0.01% | 335 |
|
|
2020
Q2 | – | Sell |
-124
| Closed | -$10 | – | 652 |
|
|
2020
Q1 | $10 | Sell |
124
-422
| -77% | -$34 | ﹤0.01% | 1041 |
|
|
2019
Q4 | $109K | Buy |
546
+398
| +269% | +$79.5K | 0.08% | 287 |
|
|
2019
Q3 | $11K | Buy |
148
+29
| +24% | +$2.16K | 0.01% | 599 |
|
|
2019
Q2 | $10K | Sell |
119
-15
| -11% | -$1.26K | 0.01% | 602 |
|
|
2019
Q1 | $10K | Buy |
+134
| New | +$10K | 0.01% | 557 |
|
|
2018
Q3 | $4K | Buy |
60
+6
| +11% | +$400 | ﹤0.01% | 791 |
|
|
2018
Q2 | $3K | Sell |
54
-12
| -18% | -$667 | ﹤0.01% | 905 |
|
|
2018
Q1 | $4K | Buy |
+66
| New | +$4K | ﹤0.01% | 800 |
|