KFS
Kaizen Financial Strategies’s Progressive PGR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $679K | Buy |
2,544
+890
| +54% | +$238K | 0.34% | 53 |
|
2025
Q1 | $468K | Buy |
1,654
+4
| +0.2% | +$1.13K | 0.27% | 70 |
|
2024
Q4 | $395K | Hold |
1,650
| – | – | 0.22% | 79 |
|
2024
Q3 | $419K | Hold |
1,650
| – | – | 0.24% | 70 |
|
2024
Q2 | $356K | Sell |
1,650
-325
| -16% | -$70.1K | 0.22% | 75 |
|
2024
Q1 | $408K | Hold |
1,975
| – | – | 0.28% | 67 |
|
2023
Q4 | $315K | Buy |
+1,975
| New | +$315K | 0.24% | 76 |
|