Jackson Grant Investment Advisers’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $183K | Hold |
685
| – | – | 0.07% | 109 |
|
|
2025
Q1 | $194K | Hold |
685
| – | – | 0.08% | 107 |
|
|
2024
Q4 | $164K | Hold |
685
| – | – | 0.06% | 113 |
|
|
2024
Q3 | $174K | Hold |
685
| – | – | 0.07% | 111 |
|
|
2024
Q2 | $142K | Hold |
685
| – | – | 0.06% | 122 |
|
|
2024
Q1 | $142K | Hold |
685
| – | – | 0.06% | 123 |
|
|
2023
Q4 | $109K | Hold |
685
| – | – | 0.05% | 135 |
|
|
2023
Q3 | $95.4K | Hold |
685
| – | – | 0.05% | 135 |
|
|
2023
Q2 | $90.7K | Hold |
685
| – | – | 0.04% | 137 |
|
|
2023
Q1 | $98K | Buy |
685
+28
| +4% | +$4.01K | 0.05% | 144 |
|
|
2022
Q4 | $85.2K | Hold |
657
| – | – | 0.04% | 144 |
|
|
2022
Q3 | $76K | Hold |
657
| – | – | 0.04% | 145 |
|
|
2022
Q2 | $76K | Hold |
657
| – | – | 0.04% | 148 |
|
|
2022
Q1 | $75K | Hold |
657
| – | – | 0.03% | 168 |
|
|
2021
Q4 | $67K | Hold |
657
| – | – | 0.03% | 149 |
|
|
2021
Q3 | $59K | Hold |
657
| – | – | 0.03% | 187 |
|
|
2021
Q2 | $65K | Buy |
657
+36
| +6% | +$3.56K | 0.03% | 177 |
|
|
2021
Q1 | $59K | Buy |
621
+264
| +74% | +$25.1K | 0.03% | 182 |
|
|
2020
Q4 | $35K | Hold |
357
| – | – | 0.02% | 211 |
|
|
2020
Q3 | $34K | Hold |
357
| – | – | 0.02% | 163 |
|
|
2020
Q2 | $29K | Hold |
357
| – | – | 0.02% | 168 |
|
|
2020
Q1 | $26K | Hold |
357
| – | – | 0.02% | 167 |
|
|
2019
Q4 | $26K | Hold |
357
| – | – | 0.01% | 180 |
|
|
2019
Q3 | $28K | Hold |
357
| – | – | 0.02% | 177 |
|
|
2019
Q2 | $29K | Hold |
357
| – | – | 0.02% | 174 |
|
|
2019
Q1 | $26K | Buy |
+357
| New | +$26K | 0.02% | 171 |
|