TFA
Transamerica Financial Advisors’s Progressive PGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $249K | Buy |
933
+450
| +93% | +$120K | 0.02% | 212 |
|
|
2025
Q1 | $137K | Buy |
483
+460
| +2,000% | +$130K | 0.01% | 246 |
|
|
2024
Q4 | $6K | Sell |
23
-4
| -15% | -$1.04K | ﹤0.01% | 351 |
|
|
2024
Q3 | $7K | Sell |
27
-929
| -97% | -$241K | ﹤0.01% | 339 |
|
|
2024
Q2 | $199K | Hold |
956
| – | – | 0.02% | 198 |
|
|
2024
Q1 | $198K | Sell |
956
-6,921
| -88% | -$1.43M | 0.02% | 217 |
|
|
2023
Q4 | $1.26M | Sell |
7,877
-2,788
| -26% | -$444K | 0.17% | 93 |
|
|
2023
Q3 | $1.49M | Sell |
10,665
-2,778
| -21% | -$387K | 0.2% | 86 |
|
|
2023
Q2 | $1.78M | Sell |
13,443
-174
| -1% | -$23K | 0.23% | 75 |
|
|
2023
Q1 | $1.95M | Buy |
13,617
+2,655
| +24% | +$380K | 0.26% | 67 |
|
|
2022
Q4 | $1.42M | Sell |
10,962
-7,527
| -41% | -$976K | 0.2% | 92 |
|
|
2022
Q3 | $2.15M | Sell |
18,489
-529
| -3% | -$61.5K | 0.32% | 53 |
|
|
2022
Q2 | $2.21M | Buy |
+19,018
| New | +$2.21M | 0.31% | 48 |
|
|
2021
Q3 | – | Sell |
-5
| Closed | -$1K | – | 181 |
|
|
2021
Q2 | $1K | Sell |
5
-3
| -38% | -$600 | 0.02% | 168 |
|
|
2021
Q1 | $1K | Hold |
8
| – | – | 0.02% | 173 |
|
|
2020
Q4 | $1K | Buy |
8
+1
| +14% | +$125 | 0.02% | 165 |
|
|
2020
Q3 | $1K | Sell |
7
-3,031
| -100% | -$433K | 0.02% | 168 |
|
|
2020
Q2 | $244K | Buy |
+3,038
| New | +$244K | 0.05% | 146 |
|
|
2019
Q3 | – | Sell |
-2,387
| Closed | -$191K | – | 409 |
|
|
2019
Q2 | $191K | Buy |
+2,387
| New | +$191K | 0.04% | 167 |
|
|
2019
Q1 | – | Sell |
-1,476
| Closed | -$90K | – | 364 |
|
|
2018
Q4 | $90K | Sell |
1,476
-4,331
| -75% | -$264K | 0.02% | 184 |
|
|
2018
Q3 | $413K | Sell |
5,807
-333
| -5% | -$23.7K | 0.09% | 139 |
|
|
2018
Q2 | $364K | Sell |
6,140
-14,448
| -70% | -$857K | 0.08% | 142 |
|
|
2018
Q1 | $1.26M | Sell |
20,588
-170,818
| -89% | -$10.4M | 0.19% | 125 |
|
|
2017
Q4 | $10.8M | Sell |
191,406
-2,909
| -1% | -$164K | 1.43% | 9 |
|
|
2017
Q3 | $9.41M | Sell |
194,315
-5,905
| -3% | -$286K | 1.16% | 14 |
|
|
2017
Q2 | $8.83M | Buy |
200,220
+36,871
| +23% | +$1.63M | 1.2% | 12 |
|
|
2017
Q1 | $6.4M | Sell |
163,349
-622
| -0.4% | -$24.4K | 0.77% | 39 |
|
|
2016
Q4 | $5.82M | Buy |
163,971
+6,191
| +4% | +$220K | 0.69% | 42 |
|
|
2016
Q3 | $4.97M | Buy |
157,780
+13,861
| +10% | +$437K | 0.54% | 58 |
|
|
2016
Q2 | $4.82M | Sell |
143,919
-41,286
| -22% | -$1.38M | 0.49% | 57 |
|
|
2016
Q1 | $6.51M | Buy |
185,205
+25,986
| +16% | +$913K | 0.55% | 38 |
|
|
2015
Q4 | $5.06M | Buy |
159,219
+9,182
| +6% | +$292K | 0.37% | 49 |
|
|
2015
Q3 | $4.6M | Buy |
150,037
+4,686
| +3% | +$144K | 0.37% | 47 |
|
|
2015
Q2 | $4.05M | Buy |
145,351
+14,227
| +11% | +$396K | 0.29% | 66 |
|
|
2015
Q1 | $3.57M | Buy |
131,124
+125,411
| +2,195% | +$3.41M | 0.25% | 72 |
|
|
2014
Q4 | $155K | Buy |
5,713
+581
| +11% | +$15.8K | 0.01% | 295 |
|
|
2014
Q3 | $130K | Buy |
5,132
+20
| +0.4% | +$507 | 0.01% | 280 |
|
|
2014
Q2 | $130K | Buy |
5,112
+288
| +6% | +$7.32K | 0.01% | 299 |
|
|
2014
Q1 | $117K | Buy |
4,824
+2,263
| +88% | +$54.9K | 0.01% | 288 |
|
|
2013
Q4 | $70K | Buy |
2,561
+441
| +21% | +$12.1K | 0.01% | 309 |
|
|
2013
Q3 | $58K | Buy |
2,120
+606
| +40% | +$16.6K | 0.01% | 311 |
|
|
2013
Q2 | $39K | Buy |
+1,514
| New | +$39K | 0.01% | 311 |
|