LA
Legacy Advisors’s Progressive PGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,448
| Closed | -$1.82M | – | 302 |
|
|
2025
Q1 | $1.82M | Buy |
6,448
+1,114
| +21% | +$315K | 0.19% | 94 |
|
|
2024
Q4 | $1.28M | Buy |
5,334
+1,809
| +51% | +$433K | 0.12% | 127 |
|
|
2024
Q3 | $894K | Buy |
3,525
+1,789
| +103% | +$454K | 0.1% | 169 |
|
|
2024
Q2 | $361K | Buy |
1,736
+152
| +10% | +$31.6K | 0.04% | 231 |
|
|
2024
Q1 | $328K | Sell |
1,584
-102
| -6% | -$21.1K | 0.04% | 244 |
|
|
2023
Q4 | $269K | Buy |
1,686
+219
| +15% | +$34.9K | 0.03% | 258 |
|
|
2023
Q3 | $204K | Buy |
+1,467
| New | +$204K | 0.03% | 270 |
|
|
2022
Q3 | – | Sell |
-2,671
| Closed | -$311K | – | 236 |
|
|
2022
Q2 | $311K | Buy |
2,671
+109
| +4% | +$12.7K | 0.07% | 167 |
|
|
2022
Q1 | $292K | Buy |
2,562
+417
| +19% | +$47.5K | 0.06% | 169 |
|
|
2021
Q4 | $220K | Buy |
+2,145
| New | +$220K | 0.08% | 123 |
|
|
2021
Q3 | – | Sell |
-2,140
| Closed | -$210K | – | 129 |
|
|
2021
Q2 | $210K | Hold |
2,140
| – | – | 0.09% | 119 |
|
|
2021
Q1 | $205K | Buy |
+2,140
| New | +$205K | 0.09% | 119 |
|