Sowell Financial Services’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $845K | Sell |
3,166
-1,647
| -34% | -$439K | 0.03% | 459 |
|
|
2025
Q1 | $1.36M | Buy |
+4,813
| New | +$1.36M | 0.06% | 311 |
|
|
2023
Q2 | – | Sell |
-2,193
| Closed | -$314K | – | 757 |
|
|
2023
Q1 | $314K | Buy |
+2,193
| New | +$314K | 0.02% | 540 |
|
|
2021
Q3 | – | Sell |
-12,758
| Closed | -$1.25M | – | 537 |
|
|
2021
Q2 | $1.25M | Sell |
12,758
-715
| -5% | -$70.2K | 0.08% | 267 |
|
|
2021
Q1 | $1.4M | Buy |
13,473
+527
| +4% | +$54.9K | 0.05% | 323 |
|
|
2020
Q4 | $1.28M | Sell |
12,946
-719
| -5% | -$71.1K | 0.05% | 274 |
|
|
2020
Q3 | $1.29M | Sell |
13,665
-3,853
| -22% | -$365K | 0.06% | 244 |
|
|
2020
Q2 | $1.4M | Sell |
17,518
-5,816
| -25% | -$466K | 0.08% | 219 |
|
|
2020
Q1 | $1.72M | Buy |
23,334
+13,392
| +135% | +$989K | 0.13% | 175 |
|
|
2019
Q4 | $720K | Sell |
9,942
-7,526
| -43% | -$545K | 0.05% | 341 |
|
|
2019
Q3 | $1.35M | Buy |
+17,468
| New | +$1.35M | 0.11% | 192 |
|
|
2019
Q1 | $734K | Buy |
10,188
+475
| +5% | +$34.2K | 0.08% | 253 |
|
|
2018
Q4 | $586K | Buy |
9,713
+5,329
| +122% | +$322K | 0.08% | 245 |
|
|
2018
Q3 | $311K | Buy |
4,384
+544
| +14% | +$38.6K | 0.05% | 265 |
|
|
2018
Q2 | $238K | Sell |
3,840
-2,222
| -37% | -$138K | 0.05% | 249 |
|
|
2018
Q1 | $358K | Buy |
+6,062
| New | +$358K | 0.09% | 194 |
|
|
2017
Q3 | – | Sell |
-27,157
| Closed | -$1.29M | – | 280 |
|
|
2017
Q2 | $1.29M | Sell |
27,157
-847
| -3% | -$40.4K | 0.37% | 66 |
|
|
2017
Q1 | $1.17M | Buy |
28,004
+26,629
| +1,937% | +$1.11M | 0.35% | 69 |
|
|
2016
Q4 | $53K | Buy |
+1,375
| New | +$53K | 0.02% | 336 |
|