Jones Financial Companies’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $9.14M | Buy |
34,612
+7,052
| +26% | +$1.86M | 0.01% | 372 |
|
2025
Q1 | $7.69M | Buy |
27,560
+5,066
| +23% | +$1.41M | 0.01% | 352 |
|
2024
Q4 | $5.39M | Buy |
22,494
+7,032
| +45% | +$1.68M | 0.01% | 350 |
|
2024
Q3 | $3.89M | Buy |
15,462
+6,524
| +73% | +$1.64M | ﹤0.01% | 327 |
|
2024
Q2 | $1.86M | Buy |
8,938
+7,755
| +656% | +$1.61M | ﹤0.01% | 326 |
|
2024
Q1 | $245K | Buy |
1,183
+45
| +4% | +$9.31K | ﹤0.01% | 432 |
|
2023
Q4 | $181K | Sell |
1,138
-114
| -9% | -$18.2K | ﹤0.01% | 338 |
|
2023
Q3 | $174K | Buy |
1,252
+42
| +3% | +$5.85K | ﹤0.01% | 274 |
|
2023
Q2 | $160K | Sell |
1,210
-134
| -10% | -$17.7K | ﹤0.01% | 277 |
|
2023
Q1 | $192K | Sell |
1,344
-42
| -3% | -$6.01K | ﹤0.01% | 269 |
|
2022
Q4 | $180K | Buy |
1,386
+42
| +3% | +$5.46K | ﹤0.01% | 262 |
|
2022
Q3 | $156K | Sell |
1,344
-95
| -7% | -$11K | ﹤0.01% | 263 |
|
2022
Q2 | $167K | Sell |
1,439
-6
| -0.4% | -$696 | ﹤0.01% | 250 |
|
2022
Q1 | $165K | Sell |
1,445
-732
| -34% | -$83.6K | ﹤0.01% | 267 |
|
2021
Q4 | $223K | Sell |
2,177
-580
| -21% | -$59.4K | ﹤0.01% | 238 |
|
2021
Q3 | $249K | Sell |
2,757
-70
| -2% | -$6.32K | ﹤0.01% | 213 |
|
2021
Q2 | $278K | Sell |
2,827
-70
| -2% | -$6.88K | ﹤0.01% | 201 |
|
2021
Q1 | $277K | Sell |
2,897
-75
| -3% | -$7.17K | ﹤0.01% | 203 |
|
2020
Q4 | $294K | Buy |
2,972
+217
| +8% | +$21.5K | ﹤0.01% | 195 |
|
2020
Q3 | $261K | Buy |
+2,755
| New | +$261K | ﹤0.01% | 186 |
|