LFA
Legacy Financial Advisors’s Progressive PGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Buy |
5,213
+144
| +3% | +$38.4K | 0.22% | 77 |
|
|
2025
Q1 | $1.43M | Sell |
5,069
-170
| -3% | -$48.1K | 0.24% | 72 |
|
|
2024
Q4 | $1.26M | Buy |
5,239
+496
| +10% | +$119K | 0.21% | 78 |
|
|
2024
Q3 | $1.2M | Buy |
4,743
+176
| +4% | +$44.7K | 0.2% | 82 |
|
|
2024
Q2 | $949K | Sell |
4,567
-9
| -0.2% | -$1.87K | 0.17% | 96 |
|
|
2024
Q1 | $946K | Sell |
4,576
-531
| -10% | -$110K | 0.17% | 99 |
|
|
2023
Q4 | $813K | Sell |
5,107
-216
| -4% | -$34.4K | 0.16% | 104 |
|
|
2023
Q3 | $741K | Buy |
5,323
+445
| +9% | +$62K | 0.15% | 92 |
|
|
2023
Q2 | $646K | Sell |
4,878
-360
| -7% | -$47.7K | 0.12% | 98 |
|
|
2023
Q1 | $749K | Sell |
5,238
-227
| -4% | -$32.5K | 0.15% | 79 |
|
|
2022
Q4 | $709K | Buy |
5,465
+122
| +2% | +$15.8K | 0.15% | 76 |
|
|
2022
Q3 | $621K | Buy |
5,343
+171
| +3% | +$19.9K | 0.15% | 77 |
|
|
2022
Q2 | $601K | Sell |
5,172
-434
| -8% | -$50.4K | 0.15% | 74 |
|
|
2022
Q1 | $639K | Sell |
5,606
-207
| -4% | -$23.6K | 0.14% | 76 |
|
|
2021
Q4 | $597K | Buy |
5,813
+142
| +3% | +$14.6K | 0.14% | 75 |
|
|
2021
Q3 | $513K | Buy |
5,671
+30
| +0.5% | +$2.71K | 0.13% | 73 |
|
|
2021
Q2 | $554K | Buy |
+5,641
| New | +$554K | 0.14% | 67 |
|
|
2019
Q2 | – | Sell |
-1,733
| Closed | -$125K | – | 685 |
|
|
2019
Q1 | $125K | Buy |
1,733
+192
| +12% | +$13.8K | 0.04% | 141 |
|
|
2018
Q4 | $93K | Buy |
1,541
+251
| +19% | +$15.1K | 0.04% | 148 |
|
|
2018
Q3 | $91K | Sell |
1,290
-488
| -27% | -$34.4K | 0.03% | 180 |
|
|
2018
Q2 | $104K | Buy |
1,778
+748
| +73% | +$43.8K | 0.04% | 167 |
|
|
2018
Q1 | $62K | Buy |
+1,030
| New | +$62K | 0.02% | 216 |
|