Lantz Financial’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.89M | Sell |
7,096
-70
| -1% | -$18.7K | 0.47% | 60 |
|
|
2025
Q1 | $2.03M | Sell |
7,166
-5,037
| -41% | -$1.43M | 0.56% | 50 |
|
|
2024
Q4 | $2.92M | Sell |
12,203
-246
| -2% | -$58.9K | 0.78% | 28 |
|
|
2024
Q3 | $3.16M | Buy |
12,449
+103
| +0.8% | +$26.1K | 0.86% | 26 |
|
|
2024
Q2 | $2.56M | Sell |
12,346
-73
| -0.6% | -$15.2K | 0.8% | 25 |
|
|
2024
Q1 | $2.57M | Sell |
12,419
-3,452
| -22% | -$714K | 0.83% | 25 |
|
|
2023
Q4 | $2.53M | Sell |
15,871
-1,198
| -7% | -$191K | 0.91% | 18 |
|
|
2023
Q3 | $2.38M | Sell |
17,069
-345
| -2% | -$48.1K | 0.95% | 22 |
|
|
2023
Q2 | $2.31M | Sell |
17,414
-90
| -0.5% | -$11.9K | 0.9% | 21 |
|
|
2023
Q1 | $2.5M | Sell |
17,504
-1,353
| -7% | -$194K | 1.04% | 20 |
|
|
2022
Q4 | $2.45M | Sell |
18,857
-202
| -1% | -$26.2K | 1.11% | 19 |
|
|
2022
Q3 | $2.22M | Sell |
19,059
-205
| -1% | -$23.8K | 1.15% | 19 |
|
|
2022
Q2 | $2.24M | Sell |
19,264
-153
| -0.8% | -$17.8K | 1.01% | 22 |
|
|
2022
Q1 | $2.21M | Buy |
19,417
+28
| +0.1% | +$3.19K | 0.9% | 22 |
|
|
2021
Q4 | $1.99M | Buy |
19,389
+280
| +1% | +$28.7K | 0.92% | 24 |
|
|
2021
Q3 | $1.73M | Sell |
19,109
-13
| -0.1% | -$1.18K | 0.89% | 26 |
|
|
2021
Q2 | $1.88M | Sell |
19,122
-108
| -0.6% | -$10.6K | 0.97% | 23 |
|
|
2021
Q1 | $1.84M | Sell |
19,230
-187
| -1% | -$17.9K | 1.05% | 20 |
|
|
2020
Q4 | $1.92M | Sell |
19,417
-464
| -2% | -$45.9K | 1.2% | 18 |
|
|
2020
Q3 | $1.88M | Sell |
19,881
-18
| -0.1% | -$1.7K | 1.27% | 13 |
|
|
2020
Q2 | $1.59M | Sell |
19,899
-674
| -3% | -$54K | 1.15% | 20 |
|
|
2020
Q1 | $1.52M | Sell |
20,573
-1,363
| -6% | -$101K | 1.19% | 17 |
|
|
2019
Q4 | $1.59M | Buy |
21,936
+188
| +0.9% | +$13.6K | 0.94% | 32 |
|
|
2019
Q3 | $1.63M | Sell |
21,748
-493
| -2% | -$37K | 1.1% | 17 |
|
|
2019
Q2 | $1.84M | Sell |
22,241
-381
| -2% | -$31.5K | 1.24% | 14 |
|
|
2019
Q1 | $1.63M | Buy |
+22,622
| New | +$1.63M | 1.18% | 16 |
|