MPS Loria Financial Planners’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.29M | Hold |
16,077
| – | – | 1.26% | 8 |
|
|
2025
Q1 | $4.55M | Hold |
16,077
| – | – | 1.35% | 7 |
|
|
2024
Q4 | $3.85M | Sell |
16,077
-600
| -4% | -$144K | 1.14% | 7 |
|
|
2024
Q3 | $4.23M | Hold |
16,677
| – | – | 1.26% | 6 |
|
|
2024
Q2 | $3.46M | Hold |
16,677
| – | – | 1.12% | 9 |
|
|
2024
Q1 | $3.45M | Sell |
16,677
-9
| -0.1% | -$1.86K | 1.16% | 8 |
|
|
2023
Q4 | $2.66M | Buy |
16,686
+9
| +0.1% | +$1.43K | 0.93% | 10 |
|
|
2023
Q3 | $2.32M | Hold |
16,677
| – | – | 0.91% | 9 |
|
|
2023
Q2 | $2.21M | Hold |
16,677
| – | – | 0.83% | 10 |
|
|
2023
Q1 | $2.39M | Hold |
16,677
| – | – | 0.96% | 9 |
|
|
2022
Q4 | $2.16M | Hold |
16,677
| – | – | 0.96% | 12 |
|
|
2022
Q3 | $1.94M | Hold |
16,677
| – | – | 0.75% | 13 |
|
|
2022
Q2 | $1.94M | Hold |
16,677
| – | – | 0.87% | 10 |
|
|
2022
Q1 | $1.9M | Hold |
16,677
| – | – | 0.8% | 11 |
|
|
2021
Q4 | $1.71M | Hold |
16,677
| – | – | 0.7% | 16 |
|
|
2021
Q3 | $1.51M | Hold |
16,677
| – | – | 0.69% | 16 |
|
|
2021
Q2 | $1.64M | Hold |
16,677
| – | – | 0.76% | 15 |
|
|
2021
Q1 | $1.59M | Hold |
16,677
| – | – | 0.74% | 13 |
|
|
2020
Q4 | $1.62M | Buy |
16,677
+49
| +0.3% | +$4.76K | 0.73% | 15 |
|
|
2020
Q3 | $1.57M | Hold |
16,628
| – | – | 0.81% | 15 |
|
|
2020
Q2 | $1.33M | Hold |
16,628
| – | – | 0.71% | 16 |
|
|
2020
Q1 | $1.23M | Hold |
16,628
| – | – | 0.94% | 15 |
|
|
2019
Q4 | $1.2M | Hold |
16,628
| – | – | 0.71% | 20 |
|
|
2019
Q3 | $1.28M | Hold |
16,628
| – | – | 0.83% | 16 |
|
|
2019
Q2 | $1.33M | Hold |
16,628
| – | – | 0.85% | 16 |
|
|
2019
Q1 | $1.2M | Hold |
16,628
| – | – | 0.8% | 18 |
|
|
2018
Q4 | $1M | Buy |
+16,628
| New | +$1M | 0.72% | 20 |
|