LWA
Lineweaver Wealth Advisors’s Progressive PGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.29M | Sell |
8,567
-78
| -0.9% | -$20.8K | 0.36% | 56 |
|
|
2025
Q1 | $2.45M | Buy |
8,645
+348
| +4% | +$98.5K | 0.42% | 46 |
|
|
2024
Q4 | $1.99M | Sell |
8,297
-10
| -0.1% | -$2.4K | 0.37% | 56 |
|
|
2024
Q3 | $2.11M | Sell |
8,307
-332
| -4% | -$84.3K | 0.4% | 47 |
|
|
2024
Q2 | $1.79M | Buy |
8,639
+28
| +0.3% | +$5.82K | 0.37% | 52 |
|
|
2024
Q1 | $1.78M | Sell |
8,611
-230
| -3% | -$47.6K | 0.42% | 48 |
|
|
2023
Q4 | $1.41M | Sell |
8,841
-4,913
| -36% | -$783K | 0.37% | 55 |
|
|
2023
Q3 | $1.92M | Sell |
13,754
-4,147
| -23% | -$578K | 0.56% | 36 |
|
|
2023
Q2 | $2.37M | Buy |
17,901
+6,159
| +52% | +$815K | 0.68% | 30 |
|
|
2023
Q1 | $1.68M | Buy |
11,742
+261
| +2% | +$37.3K | 0.52% | 43 |
|
|
2022
Q4 | $1.49M | Sell |
11,481
-655
| -5% | -$84.9K | 0.45% | 45 |
|
|
2022
Q3 | $1.41M | Sell |
12,136
-98
| -0.8% | -$11.4K | 0.46% | 47 |
|
|
2022
Q2 | $1.42M | Sell |
12,234
-443
| -3% | -$51.5K | 0.47% | 41 |
|
|
2022
Q1 | $1.45M | Buy |
12,677
+37
| +0.3% | +$4.22K | 0.41% | 48 |
|
|
2021
Q4 | $1.3M | Sell |
12,640
-7
| -0.1% | -$718 | 0.37% | 47 |
|
|
2021
Q3 | $1.14M | Buy |
12,647
+270
| +2% | +$24.4K | 0.35% | 46 |
|
|
2021
Q2 | $1.22M | Buy |
12,377
+1,262
| +11% | +$124K | 0.4% | 42 |
|
|
2021
Q1 | $1.06M | Buy |
11,115
+4,486
| +68% | +$429K | 0.38% | 40 |
|
|
2020
Q4 | $655K | Buy |
6,629
+554
| +9% | +$54.7K | 0.26% | 45 |
|
|
2020
Q3 | $575K | Sell |
6,075
-142
| -2% | -$13.4K | 0.26% | 45 |
|
|
2020
Q2 | $498K | Buy |
6,217
+1,301
| +26% | +$104K | 0.25% | 43 |
|
|
2020
Q1 | $363K | Buy |
4,916
+126
| +3% | +$9.3K | 0.23% | 50 |
|
|
2019
Q4 | $346K | Buy |
+4,790
| New | +$346K | 0.2% | 45 |
|