First Foundation 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 | – | Sell |
-122
| Closed | -$25.3K | – | 426 |
|
|
2024
Q2 | $25.3K | Sell |
122
-128
| -51% | -$26.6K | ﹤0.01% | 416 |
|
|
2024
Q1 | $51.7K | Buy |
250
+38
| +18% | +$7.86K | ﹤0.01% | 405 |
|
|
2023
Q4 | $33.8K | Sell |
212
-3,010
| -93% | -$479K | ﹤0.01% | 418 |
|
|
2023
Q3 | $449K | Buy |
3,222
+829
| +35% | +$115K | 0.02% | 263 |
|
|
2023
Q2 | $317K | Buy |
2,393
+472
| +25% | +$62.5K | 0.01% | 310 |
|
|
2023
Q1 | $275K | Buy |
1,921
+331
| +21% | +$47.4K | 0.01% | 309 |
|
|
2022
Q4 | $206K | Buy |
+1,590
| New | +$206K | 0.01% | 364 |
|
|
2021
Q3 | – | Sell |
-8,643
| Closed | -$849K | – | 464 |
|
|
2021
Q2 | $849K | Buy |
8,643
+4,117
| +91% | +$404K | 0.03% | 223 |
|
|
2021
Q1 | $433K | Buy |
+4,526
| New | +$433K | 0.02% | 286 |
|