RMDI
R.M. Davis Inc’s Progressive PGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,119
| Closed | -$268K | – | 287 |
|
|
2024
Q4 | $268K | Buy |
1,119
+90
| +9% | +$21.6K | 0.01% | 239 |
|
|
2024
Q3 | $261K | Hold |
1,029
| – | – | 0.01% | 247 |
|
|
2024
Q2 | $214K | Sell |
1,029
-277
| -21% | -$57.5K | ﹤0.01% | 264 |
|
|
2024
Q1 | $270K | Hold |
1,306
| – | – | 0.01% | 235 |
|
|
2023
Q4 | $208K | Buy |
+1,306
| New | +$208K | ﹤0.01% | 258 |
|
|
2023
Q2 | – | Sell |
-1,425
| Closed | -$204K | – | 281 |
|
|
2023
Q1 | $204K | Buy |
+1,425
| New | +$204K | 0.01% | 266 |
|