LAM
Lewis Asset Management’s Progressive PGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $516K | Hold |
1,932
| – | – | 0.24% | 99 |
|
|
2025
Q1 | $547K | Hold |
1,932
| – | – | 0.45% | 59 |
|
|
2024
Q4 | $463K | Hold |
1,932
| – | – | 0.35% | 72 |
|
|
2024
Q3 | $490K | Sell |
1,932
-100
| -5% | -$25.4K | 0.36% | 69 |
|
|
2024
Q2 | $422K | Hold |
2,032
| – | – | 0.32% | 71 |
|
|
2024
Q1 | $420K | Hold |
2,032
| – | – | 0.35% | 68 |
|
|
2023
Q4 | $324K | Buy |
+2,032
| New | +$324K | 0.3% | 79 |
|