Heron Financial Group’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $674K | Buy |
5,092
+139
| +3% | +$18.4K | 0.36% | 64 |
|
|
2023
Q1 | $709K | Buy |
4,953
+18
| +0.4% | +$2.58K | 0.39% | 60 |
|
|
2022
Q4 | $649K | Buy |
4,935
+132
| +3% | +$17.4K | 0.43% | 51 |
|
|
2022
Q3 | $558K | Buy |
4,803
+447
| +10% | +$51.9K | 0.34% | 65 |
|
|
2022
Q2 | $507K | Sell |
4,356
-4
| -0.1% | -$466 | 0.31% | 77 |
|
|
2022
Q1 | $497K | Buy |
4,360
+280
| +7% | +$31.9K | 0.26% | 81 |
|
|
2021
Q4 | $441K | Sell |
4,080
-747
| -15% | -$80.7K | 0.24% | 88 |
|
|
2021
Q3 | $436K | Buy |
4,827
+220
| +5% | +$19.9K | 0.24% | 86 |
|
|
2021
Q2 | $452K | Sell |
4,607
-237
| -5% | -$23.3K | 0.26% | 85 |
|
|
2021
Q1 | $463K | Sell |
4,844
-169
| -3% | -$16.2K | 0.28% | 81 |
|
|
2020
Q4 | $475K | Sell |
5,013
-223
| -4% | -$21.1K | 0.33% | 71 |
|
|
2020
Q3 | $503K | Buy |
5,236
+68
| +1% | +$6.53K | 0.4% | 65 |
|
|
2020
Q2 | $417K | Sell |
5,168
-1,080
| -17% | -$87.1K | 0.37% | 69 |
|
|
2020
Q1 | $503K | Buy |
6,248
+145
| +2% | +$11.7K | 0.52% | 51 |
|
|
2019
Q4 | $511K | Buy |
+6,103
| New | +$511K | 0.42% | 55 |
|