Trust 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 |
-910
| Closed | -$218K | – | 137 |
|
|
2024
Q4 | $218K | Sell |
910
-29
| -3% | -$6.95K | 0.14% | 99 |
|
|
2024
Q3 | $238K | Buy |
+939
| New | +$238K | 0.15% | 98 |
|
|
2024
Q2 | – | Sell |
-1,168
| Closed | -$242K | – | 126 |
|
|
2024
Q1 | $242K | Buy |
+1,168
| New | +$242K | 0.17% | 81 |
|
|
2023
Q2 | – | Sell |
-1,835
| Closed | -$263K | – | 107 |
|
|
2023
Q1 | $263K | Buy |
1,835
+38
| +2% | +$5.44K | 0.24% | 74 |
|
|
2022
Q4 | $233K | Buy |
+1,797
| New | +$233K | 0.22% | 82 |
|
|
2022
Q3 | – | Sell |
-1,826
| Closed | -$212K | – | 100 |
|
|
2022
Q2 | $212K | Buy |
+1,826
| New | +$212K | 0.2% | 86 |
|