MYIA
Mount Yale Investment Advisors’s Progressive PGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $298K | Sell |
1,116
-14
| -1% | -$3.74K | 0.02% | 458 |
|
|
2025
Q1 | $320K | Sell |
1,130
-22,906
| -95% | -$6.48M | 0.03% | 418 |
|
|
2024
Q4 | $5.76M | Buy |
24,036
+17
| +0.1% | +$4.07K | 0.47% | 30 |
|
|
2024
Q3 | $6.1M | Buy |
24,019
+1,039
| +5% | +$264K | 0.59% | 27 |
|
|
2024
Q2 | $4.77M | Sell |
22,980
-1,723
| -7% | -$358K | 0.38% | 53 |
|
|
2024
Q1 | $5.11M | Sell |
24,703
-1,093
| -4% | -$226K | 0.39% | 53 |
|
|
2023
Q4 | $4.11M | Sell |
25,796
-5,871
| -19% | -$935K | 0.39% | 59 |
|
|
2023
Q3 | $4.41M | Buy |
31,667
+465
| +1% | +$64.8K | 0.48% | 44 |
|
|
2023
Q2 | $4.13M | Buy |
31,202
+1,119
| +4% | +$148K | 0.44% | 52 |
|
|
2023
Q1 | $4.3M | Sell |
30,083
-3,886
| -11% | -$556K | 0.48% | 47 |
|
|
2022
Q4 | $4.41M | Sell |
33,969
-1,149
| -3% | -$149K | 0.5% | 52 |
|
|
2022
Q3 | $4.08M | Sell |
35,118
-858
| -2% | -$99.7K | 0.54% | 42 |
|
|
2022
Q2 | $4.18M | Sell |
35,976
-1,607
| -4% | -$187K | 0.53% | 42 |
|
|
2022
Q1 | $4.28M | Sell |
37,583
-1,804
| -5% | -$206K | 0.47% | 51 |
|
|
2021
Q4 | $4.04M | Sell |
39,387
-2,919
| -7% | -$300K | 0.42% | 53 |
|
|
2021
Q3 | $3.82M | Sell |
42,306
-1,200
| -3% | -$108K | 0.44% | 53 |
|
|
2021
Q2 | $4.27M | Sell |
43,506
-917
| -2% | -$90.1K | 0.52% | 47 |
|
|
2021
Q1 | $4.25M | Buy |
44,423
+1,402
| +3% | +$134K | 0.55% | 44 |
|
|
2020
Q4 | $4.25M | Buy |
43,021
+393
| +0.9% | +$38.9K | 0.6% | 44 |
|
|
2020
Q3 | $4.04M | Buy |
42,628
+5,780
| +16% | +$547K | 0.57% | 40 |
|
|
2020
Q2 | $2.95M | Buy |
36,848
+4,175
| +13% | +$334K | 0.53% | 50 |
|
|
2020
Q1 | $2.41M | Buy |
32,673
+449
| +1% | +$33.2K | 0.54% | 44 |
|
|
2019
Q4 | $2.6M | Buy |
32,224
+1,426
| +5% | +$115K | 0.45% | 52 |
|
|
2019
Q3 | $2.29M | Buy |
30,798
+506
| +2% | +$37.7K | 0.41% | 62 |
|
|
2019
Q2 | $2.38M | Sell |
30,292
-12,210
| -29% | -$958K | 0.44% | 53 |
|
|
2019
Q1 | $3.06M | Buy |
42,502
+61
| +0.1% | +$4.4K | 0.57% | 40 |
|
|
2018
Q4 | $2.94M | Sell |
42,441
-4,397
| -9% | -$304K | 0.6% | 39 |
|
|
2018
Q3 | $3.43M | Buy |
46,838
+2,891
| +7% | +$211K | 0.6% | 38 |
|
|
2018
Q2 | $2.6M | Sell |
43,947
-1,209
| -3% | -$71.5K | 0.49% | 48 |
|
|
2018
Q1 | $2.75M | Buy |
+45,156
| New | +$2.75M | 0.59% | 43 |
|