Shepherd Financial Partners’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.98M | Sell |
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|
2025
Q2 | $5.39M | Sell |
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|
2025
Q1 | $6.01M | Buy |
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|
2024
Q4 | $4.87M | Buy |
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|
2024
Q3 | $5.12M | Buy |
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|
2024
Q2 | $4.08M | Buy |
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|
2024
Q1 | $4.04M | Buy |
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|
2023
Q4 | $3.1M | Sell |
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|
2023
Q3 | $2.71M | Sell |
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|
2023
Q2 | $2.86M | Buy |
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|
2023
Q1 | $3.05M | Sell |
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|
2022
Q4 | $2.77M | Sell |
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|
2022
Q3 | $2.5M | Buy |
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|
2022
Q2 | $2.49M | Buy |
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|
2022
Q1 | $2.38M | Sell |
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|
2021
Q4 | $2.52M | Buy |
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|
2021
Q3 | $2.17M | Buy |
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|
2021
Q2 | $2.35M | Buy |
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|
2021
Q1 | $2.21M | Buy |
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|
2020
Q4 | $2.14M | Buy |
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|
2020
Q3 | $2M | Buy |
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|
2020
Q2 | $1.64M | Sell |
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|
2020
Q1 | $1.52M | Buy |
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|
2019
Q4 | $1.49M | Buy |
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|
2019
Q3 | $398K | Buy |
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|
2019
Q2 | $402K | Buy |
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|
2019
Q1 | $359K | Buy |
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|
2018
Q4 | $215K | Buy |
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|
2018
Q3 | $210K | Hold |
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|
2018
Q2 | $212K | Buy |
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