Lake Street Advisors Group’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.6M | Buy |
6,688
+46
| +0.7% | +$11K | 0.07% | 168 |
|
|
2024
Q3 | $1.69M | Sell |
6,642
-12
| -0.2% | -$3.05K | 0.08% | 147 |
|
|
2024
Q2 | $1.38M | Sell |
6,654
-352
| -5% | -$73.1K | 0.07% | 173 |
|
|
2024
Q1 | $1.45M | Buy |
7,006
+121
| +2% | +$25K | 0.07% | 180 |
|
|
2023
Q4 | $1.1M | Buy |
+6,885
| New | +$1.1M | 0.06% | 208 |
|
|
2021
Q3 | – | Sell |
-5,394
| Closed | -$523K | – | 372 |
|
|
2021
Q2 | $523K | Buy |
5,394
+82
| +2% | +$7.95K | 0.04% | 162 |
|
|
2021
Q1 | $508K | Sell |
5,312
-1,673
| -24% | -$160K | 0.04% | 163 |
|
|
2020
Q4 | $691K | Sell |
6,985
-100
| -1% | -$9.89K | 0.06% | 124 |
|
|
2020
Q3 | $671K | Buy |
7,085
+253
| +4% | +$24K | 0.06% | 121 |
|
|
2020
Q2 | $547K | Buy |
6,832
+110
| +2% | +$8.81K | 0.06% | 126 |
|
|
2020
Q1 | $496K | Buy |
6,722
+2,492
| +59% | +$184K | 0.06% | 115 |
|
|
2019
Q4 | $306K | Buy |
4,230
+136
| +3% | +$9.84K | 0.03% | 184 |
|
|
2019
Q3 | $316K | Buy |
4,094
+21
| +0.5% | +$1.62K | 0.03% | 137 |
|
|
2019
Q2 | $326K | Buy |
4,073
+322
| +9% | +$25.8K | 0.03% | 138 |
|
|
2019
Q1 | $270K | Buy |
3,751
+157
| +4% | +$11.3K | 0.03% | 169 |
|
|
2018
Q4 | $217K | Buy |
3,594
+207
| +6% | +$12.5K | 0.03% | 176 |
|
|
2018
Q3 | $241K | Sell |
3,387
-2,665
| -44% | -$190K | 0.03% | 171 |
|
|
2018
Q2 | $358K | Sell |
6,052
-67
| -1% | -$3.96K | 0.04% | 198 |
|
|
2018
Q1 | $373K | Hold |
6,119
| – | – | 0.04% | 166 |
|
|
2017
Q4 | $345K | Buy |
+6,119
| New | +$345K | 0.04% | 189 |
|