JFS Wealth Advisors’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44.3K | Sell |
166
-1
| -0.6% | -$267 | ﹤0.01% | 482 |
|
|
2025
Q1 | $47.3K | Buy |
167
+2
| +1% | +$566 | ﹤0.01% | 486 |
|
|
2024
Q4 | $39.5K | Hold |
165
| – | – | ﹤0.01% | 504 |
|
|
2024
Q3 | $41.9K | Buy |
165
+4
| +2% | +$1.02K | ﹤0.01% | 497 |
|
|
2024
Q2 | $33.4K | Sell |
161
-3
| -2% | -$623 | ﹤0.01% | 490 |
|
|
2024
Q1 | $33.9K | Sell |
164
-19
| -10% | -$3.93K | ﹤0.01% | 513 |
|
|
2023
Q4 | $29.1K | Buy |
183
+24
| +15% | +$3.82K | ﹤0.01% | 506 |
|
|
2023
Q3 | $22.1K | Sell |
159
-39
| -20% | -$5.43K | ﹤0.01% | 522 |
|
|
2023
Q2 | $26.2K | Hold |
198
| – | – | ﹤0.01% | 479 |
|
|
2023
Q1 | $28.3K | Sell |
198
-10
| -5% | -$1.43K | ﹤0.01% | 462 |
|
|
2022
Q4 | $27K | Buy |
208
+7
| +3% | +$908 | ﹤0.01% | 469 |
|
|
2022
Q3 | $23K | Buy |
201
+1
| +0.5% | +$114 | ﹤0.01% | 546 |
|
|
2022
Q2 | $23K | Buy |
200
+48
| +32% | +$5.52K | ﹤0.01% | 565 |
|
|
2022
Q1 | $17K | Buy |
152
+100
| +192% | +$11.2K | ﹤0.01% | 645 |
|
|
2021
Q4 | $5K | Buy |
+52
| New | +$5K | ﹤0.01% | 811 |
|
|
2020
Q1 | – | Sell |
-25
| Closed | -$2K | – | 556 |
|
|
2019
Q4 | $2K | Hold |
25
| – | – | ﹤0.01% | 462 |
|
|
2019
Q3 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 455 |
|
|
2016
Q2 | – | Sell |
-15
| Closed | -$1K | – | 594 |
|
|
2016
Q1 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 592 |
|