First Personal Financial Services’s Progressive PGR Stock Holding History

First Personal Financial Services’s Portfolio PGR Stock Details PGR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	$279K	Buy	1,099 +3	+0.3%	+$761	0.06%	110
2024 Q2	$228K	Hold	1,096	–	–	0.05%	114
2024 Q1	$227K	Sell	1,096 -155	-12%	-$32.1K	0.05%	112
2023 Q4	$199K	Sell	1,251 -33	-3%	-$5.26K	0.05%	115
2023 Q3	$179K	Hold	1,284	–	–	0.05%	115
2023 Q2	$170K	Buy	1,284 +18	+1%	+$2.38K	0.04%	119
2023 Q1	$181K	Hold	1,266	–	–	0.05%	116
2022 Q4	$164K	Hold	1,266	–	–	0.04%	123
2022 Q3	$147K	Sell	1,266 -89	-7%	-$10.3K	0.04%	121
2022 Q2	$158K	Hold	1,355	–	–	0.04%	112
2022 Q1	$154K	Hold	1,355	–	–	0.04%	127
2021 Q4	$139K	Hold	1,355	–	–	0.03%	134
2021 Q3	$122K	Hold	1,355	–	–	0.03%	142
2021 Q2	$133K	Hold	1,355	–	–	0.03%	137
2021 Q1	$130K	Hold	1,355	–	–	0.04%	133
2020 Q4	$134K	Hold	1,355	–	–	0.04%	132
2020 Q3	$128K	Hold	1,355	–	–	0.04%	129
2020 Q2	$109K	Buy	1,355 +355	+36%	+$28.6K	0.04%	137
2020 Q1	$74K	Hold	1,000	–	–	0.03%	157
2019 Q4	$72K	Sell	1,000 -1,556	-61%	-$112K	0.02%	176
2019 Q3	$197K	Hold	2,556	–	–	0.06%	132
2019 Q2	$204K	Buy	2,556 +176	+7%	+$14K	0.06%	167
2019 Q1	$172K	Hold	2,380	–	–	0.05%	170
2018 Q4	$144K	Sell	2,380 -28	-1%	-$1.69K	0.05%	171
2018 Q3	$171K	Sell	2,408 -189	-7%	-$13.4K	0.05%	174
2018 Q2	$154K	Buy	2,597 +395	+18%	+$23.4K	0.05%	177
2018 Q1	$135K	Hold	2,202	–	–	0.03%	256
2017 Q4	$124K	Buy	2,202 +1,111	+102%	+$62.6K	0.02%	305
2017 Q3	$53K	Hold	1,091	–	–	0.01%	409
2017 Q2	$48K	Hold	1,091	–	–	0.01%	429
2017 Q1	$43K	Buy	1,091 +1,000	+1,099%	+$39.4K	0.01%	429
2016 Q4	$3K	Hold	91	–	–	﹤0.01%	870
2016 Q3	$3K	Hold	91	–	–	﹤0.01%	747
2016 Q2	$3K	Buy	+91	New	+$3K	﹤0.01%	741
2016 Q1	–	Sell	-197	Closed	-$6K	–	380
2015 Q4	$6K	Sell	197 -1,103	-85%	-$33.6K	﹤0.01%	327
2015 Q3	$40K	Buy	+1,300	New	+$40K	0.02%	185