Regal Investment Advisors’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,074
| Closed | -$257K | – | 481 |
|
|
2024
Q4 | $257K | Buy |
+1,074
| New | +$257K | 0.02% | 435 |
|
|
2024
Q3 | – | Sell |
-1,634
| Closed | -$339K | – | 555 |
|
|
2024
Q2 | $339K | Sell |
1,634
-212
| -11% | -$44K | 0.02% | 429 |
|
|
2024
Q1 | $382K | Sell |
1,846
-17
| -0.9% | -$3.52K | 0.03% | 408 |
|
|
2023
Q4 | $297K | Sell |
1,863
-405
| -18% | -$64.5K | 0.02% | 422 |
|
|
2023
Q3 | $316K | Sell |
2,268
-52
| -2% | -$7.24K | 0.03% | 380 |
|
|
2023
Q2 | $307K | Sell |
2,320
-504
| -18% | -$66.7K | 0.03% | 390 |
|
|
2023
Q1 | $404K | Hold |
2,824
| – | – | 0.04% | 323 |
|
|
2022
Q4 | $366K | Sell |
2,824
-22
| -0.8% | -$2.85K | 0.04% | 338 |
|
|
2022
Q3 | $331K | Sell |
2,846
-2,080
| -42% | -$242K | 0.03% | 343 |
|
|
2022
Q2 | $573K | Sell |
4,926
-967
| -16% | -$112K | 0.06% | 259 |
|
|
2022
Q1 | $672K | Sell |
5,893
-5
| -0.1% | -$570 | 0.06% | 267 |
|
|
2021
Q4 | $605K | Buy |
5,898
+51
| +0.9% | +$5.23K | 0.05% | 307 |
|
|
2021
Q3 | $529K | Buy |
5,847
+97
| +2% | +$8.78K | 0.05% | 325 |
|
|
2021
Q2 | $565K | Buy |
+5,750
| New | +$565K | 0.06% | 311 |
|
|
2021
Q1 | – | Sell |
-3,431
| Closed | -$339K | – | 310 |
|
|
2020
Q4 | $339K | Buy |
+3,431
| New | +$339K | 0.04% | 338 |
|
|
2020
Q3 | – | Sell |
-2,567
| Closed | -$206K | – | 199 |
|
|
2020
Q2 | $206K | Buy |
+2,567
| New | +$206K | 0.04% | 308 |
|