Loring Wolcott & Coolidge Fiduciary Advisors’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $494K | Sell |
|
|||||
|
2025
Q1 | $5.34M | Sell |
|
|||||
|
2024
Q4 | $11.1M | Buy |
|
|||||
|
2024
Q3 | $11.1M | Buy |
|
|||||
|
2024
Q2 | $334K | Hold |
|
|||||
|
2024
Q1 | $339K | Hold |
|
|||||
|
2023
Q4 | $284K | Hold |
|
|||||
|
2023
Q3 | $253K | Sell |
|
|||||
|
2023
Q2 | $280K | Hold |
|
|||||
|
2023
Q1 | $302K | Hold |
|
|||||
|
2022
Q4 | $274K | Hold |
|
|||||
|
2022
Q3 | $245K | Hold |
|
|||||
|
2022
Q2 | $246K | Hold |
|
|||||
|
2022
Q1 | $241K | Buy |
|
|||||
|
2021
Q4 | $114K | Hold |
|
|||||
|
2021
Q3 | $100K | Sell |
|
|||||
|
2021
Q2 | $114K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $109K | Hold |
|
|||||
|
2020
Q3 | $105K | Hold |
|
|||||
|
2020
Q2 | $89K | Hold |
|
|||||
|
2020
Q1 | $82K | Hold |
|
|||||
|
2019
Q4 | $80K | Hold |
|
|||||
|
2019
Q3 | $86K | Hold |
|
|||||
|
2019
Q2 | $88K | Sell |
|
|||||
|
2019
Q1 | $119K | Hold |
|
|||||
|
2018
Q4 | $100K | Hold |
|
|||||
|
2018
Q3 | $118K | Sell |
|
|||||
|
2018
Q2 | $123K | Sell |
|
|||||
|
2018
Q1 | $131K | Hold |
|
|||||
|
2017
Q4 | $122K | Hold |
|
|||||
|
2017
Q3 | $104K | Hold |
|
|||||
|
2017
Q2 | $102K | Hold |
|
|||||
|
2017
Q1 | $85K | Hold |
|
|||||
|
2016
Q4 | $77K | Hold |
|
|||||
|
2016
Q3 | $68K | Hold |
|
|||||
|
2016
Q2 | $72K | Sell |
|
|||||
|
2016
Q1 | $87K | Sell |
|
|||||
|
2015
Q4 | $460K | Sell |
|
|||||
|
2015
Q3 | $764K | Hold |
|
|||||
|
2015
Q2 | $764K | Hold |
|
|||||
|
2015
Q1 | $747K | Hold |
|
|||||
|
2014
Q4 | $741K | Buy |
|
|||||
|
2014
Q3 | $62K | Hold |
|
|||||
|
2014
Q2 | $63K | Sell |
|
|||||
|
2014
Q1 | $65K | Buy |
|
|||||
|
2013
Q4 | $67K | Buy |
|