FinTrust Capital Advisors’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $123K | Buy |
486
+168
| +53% | +$42.6K | 0.02% | 382 |
|
|
2024
Q2 | $66.1K | Buy |
318
+30
| +10% | +$6.23K | 0.01% | 468 |
|
|
2024
Q1 | $59.6K | Sell |
288
-27
| -9% | -$5.58K | 0.01% | 470 |
|
|
2023
Q4 | $50.2K | Buy |
315
+31
| +11% | +$4.94K | 0.01% | 482 |
|
|
2023
Q3 | $39.6K | Sell |
284
-352
| -55% | -$49K | 0.01% | 499 |
|
|
2023
Q2 | $82.5K | Hold |
636
| – | – | 0.02% | 374 |
|
|
2023
Q1 | $82.5K | Hold |
636
| – | – | 0.02% | 374 |
|
|
2022
Q4 | $82.5K | Buy |
636
+182
| +40% | +$23.6K | 0.02% | 374 |
|
|
2022
Q3 | $55K | Hold |
454
| – | – | 0.01% | 491 |
|
|
2022
Q2 | $50K | Hold |
454
| – | – | 0.01% | 526 |
|
|
2022
Q1 | $51K | Buy |
454
+278
| +158% | +$31.2K | 0.01% | 557 |
|
|
2021
Q4 | $18K | Buy |
176
+110
| +167% | +$11.3K | ﹤0.01% | 765 |
|
|
2021
Q3 | $6K | Buy |
66
+13
| +25% | +$1.18K | ﹤0.01% | 994 |
|
|
2021
Q2 | $5K | Sell |
53
-23
| -30% | -$2.17K | ﹤0.01% | 1037 |
|
|
2021
Q1 | $7K | Buy |
76
+26
| +52% | +$2.4K | ﹤0.01% | 963 |
|
|
2020
Q4 | $5K | Sell |
50
-62
| -55% | -$6.2K | ﹤0.01% | 945 |
|
|
2020
Q3 | $11 | Buy |
112
+50
| +81% | +$5 | ﹤0.01% | 773 |
|
|
2020
Q2 | $5K | Sell |
62
-486
| -89% | -$39.2K | ﹤0.01% | 828 |
|
|
2020
Q1 | $40K | Sell |
548
-492
| -47% | -$35.9K | 0.02% | 483 |
|
|
2019
Q4 | $75K | Sell |
1,040
-647
| -38% | -$46.7K | 0.03% | 368 |
|
|
2019
Q3 | $130K | Buy |
1,687
+230
| +16% | +$17.7K | 0.04% | 279 |
|
|
2019
Q2 | $116K | Buy |
1,457
+794
| +120% | +$63.2K | 0.05% | 270 |
|
|
2019
Q1 | $48K | Sell |
663
-950
| -59% | -$68.8K | 0.02% | 401 |
|
|
2018
Q4 | $97K | Buy |
+1,613
| New | +$97K | 0.05% | 261 |
|