Global Retirement Partners’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Buy |
+3,894
| New | +$1.04M | 0.03% | 507 |
|
|
2024
Q4 | $761K | Buy |
3,175
+105
| +3% | +$25.2K | 0.02% | 515 |
|
|
2024
Q3 | $779K | Buy |
3,070
+326
| +12% | +$82.7K | 0.02% | 505 |
|
|
2024
Q2 | $570K | Buy |
2,744
+837
| +44% | +$174K | 0.02% | 573 |
|
|
2024
Q1 | $394K | Sell |
1,907
-1,057
| -36% | -$219K | 0.01% | 588 |
|
|
2023
Q4 | $500K | Sell |
2,964
-155
| -5% | -$26.1K | 0.02% | 500 |
|
|
2023
Q3 | $443K | Sell |
3,119
-293
| -9% | -$41.7K | 0.02% | 458 |
|
|
2023
Q2 | $452K | Sell |
3,412
-45
| -1% | -$5.96K | 0.02% | 459 |
|
|
2023
Q1 | $432K | Buy |
3,457
+1,301
| +60% | +$163K | 0.02% | 456 |
|
|
2022
Q4 | $280K | Sell |
2,156
-276
| -11% | -$35.8K | 0.02% | 508 |
|
|
2022
Q3 | $312K | Buy |
2,432
+45
| +2% | +$5.77K | 0.02% | 456 |
|
|
2022
Q2 | $278K | Hold |
2,387
| – | – | 0.02% | 484 |
|
|
2022
Q1 | $274K | Buy |
+2,387
| New | +$274K | 0.02% | 489 |
|
|
2021
Q4 | – | Sell |
-1,049
| Closed | -$95K | – | 1347 |
|
|
2021
Q3 | $95K | Buy |
1,049
+86
| +9% | +$7.79K | 0.01% | 666 |
|
|
2021
Q2 | $95K | Buy |
963
+76
| +9% | +$7.5K | 0.01% | 649 |
|
|
2021
Q1 | $85K | Sell |
887
-358
| -29% | -$34.3K | 0.01% | 611 |
|
|
2020
Q4 | $123K | Hold |
1,245
| – | – | 0.02% | 481 |
|
|
2020
Q3 | $118K | Sell |
1,245
-598
| -32% | -$56.7K | 0.02% | 456 |
|
|
2020
Q2 | $148K | Sell |
1,843
-2,615
| -59% | -$210K | 0.02% | 409 |
|
|
2020
Q1 | $329K | Sell |
4,458
-1,976
| -31% | -$146K | 0.06% | 247 |
|
|
2019
Q4 | $466K | Sell |
6,434
-15,428
| -71% | -$1.12M | 0.07% | 240 |
|
|
2019
Q3 | $1.69M | Buy |
21,862
+21,174
| +3,078% | +$1.64M | 0.28% | 79 |
|
|
2019
Q2 | $55K | Sell |
688
-153
| -18% | -$12.2K | 0.01% | 591 |
|
|
2019
Q1 | $61K | Buy |
841
+162
| +24% | +$11.8K | 0.01% | 498 |
|
|
2018
Q4 | $41K | Buy |
679
+390
| +135% | +$23.5K | 0.01% | 547 |
|
|
2018
Q3 | $21K | Buy |
289
+150
| +108% | +$10.9K | ﹤0.01% | 793 |
|
|
2018
Q2 | $8K | Hold |
139
| – | – | ﹤0.01% | 1067 |
|
|
2018
Q1 | $8K | Buy |
139
+38
| +38% | +$2.19K | ﹤0.01% | 1026 |
|
|
2017
Q4 | $6K | Hold |
101
| – | – | ﹤0.01% | 1074 |
|
|
2017
Q3 | $4K | Hold |
101
| – | – | ﹤0.01% | 1048 |
|
|
2017
Q2 | $4K | Sell |
101
-47
| -32% | -$1.86K | ﹤0.01% | 985 |
|
|
2017
Q1 | $6K | Hold |
148
| – | – | ﹤0.01% | 879 |
|
|
2016
Q4 | $5K | Buy |
+148
| New | +$5K | ﹤0.01% | 852 |
|