James Reed Financial Services’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $919K | Buy |
3,445
+37
| +1% | +$9.87K | 0.83% | 9 |
|
|
2025
Q1 | $964K | Hold |
3,408
| – | – | 1.08% | 8 |
|
|
2024
Q4 | $817K | Buy |
+3,408
| New | +$817K | 0.85% | 9 |
|
|
2022
Q3 | $438K | Hold |
3,770
| – | – | 0.66% | 9 |
|
|
2022
Q2 | $438K | Hold |
3,770
| – | – | 0.61% | 9 |
|
|
2022
Q1 | $429K | Hold |
3,770
| – | – | 0.49% | 10 |
|
|
2021
Q4 | $386K | Buy |
+3,770
| New | +$386K | 0.37% | 11 |
|