Golden State Equity Partners’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-295
| Closed | -$74.8K | – | 749 |
|
|
2024
Q3 | $74.8K | Buy |
+295
| New | +$74.8K | 0.04% | 320 |
|
|
2023
Q2 | – | Sell |
-2,687
| Closed | -$384K | – | 401 |
|
|
2023
Q1 | $384K | Buy |
+2,687
| New | +$384K | 0.21% | 121 |
|
|
2022
Q1 | $329K | Sell |
2,883
-5
| -0.2% | -$571 | 0.17% | 144 |
|
|
2021
Q4 | $296K | Buy |
+2,888
| New | +$296K | 0.15% | 130 |
|