Institutional & Family Asset Management’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $8.1K | Sell |
39
-18
| -32% | -$3.74K | ﹤0.01% | 441 |
|
|
2024
Q1 | $11.8K | Sell |
57
-16
| -22% | -$3.31K | ﹤0.01% | 389 |
|
|
2023
Q4 | $11.6K | Hold |
73
| – | – | ﹤0.01% | 371 |
|
|
2023
Q3 | $10.2K | Buy |
73
+41
| +128% | +$5.71K | ﹤0.01% | 372 |
|
|
2023
Q2 | $4.24K | Buy |
32
+19
| +146% | +$2.52K | ﹤0.01% | 497 |
|
|
2023
Q1 | $1.86K | Hold |
13
| – | – | ﹤0.01% | 571 |
|
|
2022
Q4 | $1.69K | Hold |
13
| – | – | ﹤0.01% | 564 |
|
|
2022
Q3 | $2K | Buy |
+13
| New | +$2K | ﹤0.01% | 596 |
|
|
2021
Q4 | – | Sell |
-54
| Closed | -$5K | – | 893 |
|
|
2021
Q3 | $5K | Hold |
54
| – | – | ﹤0.01% | 668 |
|
|
2021
Q2 | $5K | Sell |
54
-204
| -79% | -$18.9K | ﹤0.01% | 712 |
|
|
2021
Q1 | $25K | Sell |
258
-25
| -9% | -$2.42K | ﹤0.01% | 462 |
|
|
2020
Q4 | $28K | Hold |
283
| – | – | 0.01% | 400 |
|
|
2020
Q3 | $27K | Sell |
283
-2,145
| -88% | -$205K | 0.01% | 362 |
|
|
2020
Q2 | $195K | Buy |
2,428
+225
| +10% | +$18.1K | 0.04% | 176 |
|
|
2020
Q1 | $163K | Buy |
2,203
+1,118
| +103% | +$82.7K | 0.04% | 163 |
|
|
2019
Q4 | $79K | Sell |
1,085
-25
| -2% | -$1.82K | 0.02% | 276 |
|
|
2019
Q3 | $86K | Buy |
1,110
+1,086
| +4,525% | +$84.1K | 0.02% | 234 |
|
|
2019
Q2 | $2K | Buy |
+24
| New | +$2K | ﹤0.01% | 728 |
|