Loring Wolcott & Coolidge Fiduciary Advisors’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $494K | Sell |
1,851
-18,316
| -91% | -$4.89M | ﹤0.01% | 212 |
|
|
2025
Q1 | $5.34M | Sell |
20,167
-24,939
| -55% | -$6.61M | 0.05% | 86 |
|
|
2024
Q4 | $11.1M | Buy |
45,106
+247
| +0.6% | +$61K | 0.1% | 72 |
|
|
2024
Q3 | $11.1M | Buy |
44,859
+43,267
| +2,718% | +$10.7M | 0.1% | 71 |
|
|
2024
Q2 | $334K | Hold |
1,592
| – | – | ﹤0.01% | 226 |
|
|
2024
Q1 | $339K | Hold |
1,592
| – | – | ﹤0.01% | 226 |
|
|
2023
Q4 | $284K | Hold |
1,592
| – | – | ﹤0.01% | 244 |
|
|
2023
Q3 | $253K | Sell |
1,592
-520
| -25% | -$82.6K | ﹤0.01% | 259 |
|
|
2023
Q2 | $280K | Hold |
2,112
| – | – | ﹤0.01% | 255 |
|
|
2023
Q1 | $302K | Hold |
2,112
| – | – | ﹤0.01% | 238 |
|
|
2022
Q4 | $274K | Hold |
2,112
| – | – | ﹤0.01% | 250 |
|
|
2022
Q3 | $245K | Hold |
2,112
| – | – | ﹤0.01% | 266 |
|
|
2022
Q2 | $246K | Hold |
2,112
| – | – | ﹤0.01% | 263 |
|
|
2022
Q1 | $241K | Buy |
2,112
+1,005
| +91% | +$115K | ﹤0.01% | 282 |
|
|
2021
Q4 | $114K | Hold |
1,107
| – | – | ﹤0.01% | 372 |
|
|
2021
Q3 | $100K | Sell |
1,107
-50
| -4% | -$4.52K | ﹤0.01% | 384 |
|
|
2021
Q2 | $114K | Buy |
+1,157
| New | +$114K | ﹤0.01% | 384 |
|
|
2021
Q1 | – | Sell |
-1,107
| Closed | -$109K | – | 590 |
|
|
2020
Q4 | $109K | Hold |
1,107
| – | – | ﹤0.01% | 340 |
|
|
2020
Q3 | $105K | Hold |
1,107
| – | – | ﹤0.01% | 317 |
|
|
2020
Q2 | $89K | Hold |
1,107
| – | – | ﹤0.01% | 320 |
|
|
2020
Q1 | $82K | Hold |
1,107
| – | – | ﹤0.01% | 318 |
|
|
2019
Q4 | $80K | Hold |
1,107
| – | – | ﹤0.01% | 374 |
|
|
2019
Q3 | $86K | Hold |
1,107
| – | – | ﹤0.01% | 358 |
|
|
2019
Q2 | $88K | Sell |
1,107
-550
| -33% | -$43.7K | ﹤0.01% | 347 |
|
|
2019
Q1 | $119K | Hold |
1,657
| – | – | ﹤0.01% | 306 |
|
|
2018
Q4 | $100K | Hold |
1,657
| – | – | ﹤0.01% | 323 |
|
|
2018
Q3 | $118K | Sell |
1,657
-420
| -20% | -$29.9K | ﹤0.01% | 332 |
|
|
2018
Q2 | $123K | Sell |
2,077
-81
| -4% | -$4.8K | ﹤0.01% | 332 |
|
|
2018
Q1 | $131K | Hold |
2,158
| – | – | ﹤0.01% | 333 |
|
|
2017
Q4 | $122K | Hold |
2,158
| – | – | ﹤0.01% | 343 |
|
|
2017
Q3 | $104K | Hold |
2,158
| – | – | ﹤0.01% | 354 |
|
|
2017
Q2 | $102K | Hold |
2,158
| – | – | ﹤0.01% | 351 |
|
|
2017
Q1 | $85K | Hold |
2,158
| – | – | ﹤0.01% | 371 |
|
|
2016
Q4 | $77K | Hold |
2,158
| – | – | ﹤0.01% | 356 |
|
|
2016
Q3 | $68K | Hold |
2,158
| – | – | ﹤0.01% | 377 |
|
|
2016
Q2 | $72K | Sell |
2,158
-307
| -12% | -$10.2K | ﹤0.01% | 357 |
|
|
2016
Q1 | $87K | Sell |
2,465
-12,000
| -83% | -$424K | ﹤0.01% | 327 |
|
|
2015
Q4 | $460K | Sell |
14,465
-13,000
| -47% | -$413K | 0.01% | 205 |
|
|
2015
Q3 | $764K | Hold |
27,465
| – | – | 0.02% | 169 |
|
|
2015
Q2 | $764K | Hold |
27,465
| – | – | 0.02% | 169 |
|
|
2015
Q1 | $747K | Hold |
27,465
| – | – | 0.02% | 172 |
|
|
2014
Q4 | $741K | Buy |
27,465
+25,000
| +1,014% | +$674K | 0.02% | 162 |
|
|
2014
Q3 | $62K | Hold |
2,465
| – | – | ﹤0.01% | 388 |
|
|
2014
Q2 | $63K | Sell |
2,465
-200
| -8% | -$5.11K | ﹤0.01% | 409 |
|
|
2014
Q1 | $65K | Buy |
2,665
+200
| +8% | +$4.88K | ﹤0.01% | 391 |
|
|
2013
Q4 | $67K | Buy |
+2,465
| New | +$67K | ﹤0.01% | 369 |
|