SIA
Schechter Investment Advisors’s Progressive PGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.36M | Sell |
4,809
-767
| -14% | -$217K | 0.11% | 179 |
|
|
2024
Q4 | $1.34M | Sell |
5,576
-337
| -6% | -$80.8K | 0.1% | 190 |
|
|
2024
Q3 | $1.5M | Buy |
5,913
+314
| +6% | +$79.7K | 0.11% | 177 |
|
|
2024
Q2 | $1.16M | Sell |
5,599
-22
| -0.4% | -$4.57K | 0.09% | 209 |
|
|
2024
Q1 | $1.16M | Sell |
5,621
-738
| -12% | -$153K | 0.09% | 214 |
|
|
2023
Q4 | $1.01M | Sell |
6,359
-2,663
| -30% | -$424K | 0.09% | 226 |
|
|
2023
Q3 | $1.26M | Buy |
9,022
+2,074
| +30% | +$289K | 0.12% | 183 |
|
|
2023
Q2 | $920K | Buy |
6,948
+1,326
| +24% | +$176K | 0.08% | 258 |
|
|
2023
Q1 | $804K | Buy |
5,622
+53
| +1% | +$7.58K | 0.07% | 303 |
|
|
2022
Q4 | $722K | Buy |
5,569
+92
| +2% | +$11.9K | 0.07% | 389 |
|
|
2022
Q3 | $636K | Buy |
5,477
+147
| +3% | +$17.1K | 0.06% | 433 |
|
|
2022
Q2 | $619K | Buy |
5,330
+1,313
| +33% | +$152K | 0.06% | 459 |
|
|
2022
Q1 | $458K | Buy |
4,017
+1,680
| +72% | +$192K | 0.04% | 558 |
|
|
2021
Q4 | $240K | Buy |
+2,337
| New | +$240K | 0.02% | 747 |
|