180 Wealth Advisors’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $573K | Sell |
2,147
-1,091
| -34% | -$291K | 0.08% | 224 |
|
2025
Q1 | $916K | Sell |
3,238
-125
| -4% | -$35.4K | 0.15% | 145 |
|
2024
Q4 | $806K | Sell |
3,363
-184
| -5% | -$44.1K | 0.13% | 152 |
|
2024
Q3 | $900K | Sell |
3,547
-33
| -0.9% | -$8.37K | 0.14% | 150 |
|
2024
Q2 | $758K | Sell |
3,580
-90
| -2% | -$19.1K | 0.12% | 155 |
|
2024
Q1 | $759K | Buy |
3,670
+1,436
| +64% | +$297K | 0.14% | 154 |
|
2023
Q4 | $361K | Sell |
2,234
-407
| -15% | -$65.8K | 0.07% | 244 |
|
2023
Q3 | $368K | Buy |
2,641
+12
| +0.5% | +$1.67K | 0.08% | 233 |
|
2023
Q2 | $349K | Sell |
2,629
-1,005
| -28% | -$133K | 0.08% | 231 |
|
2023
Q1 | $520K | Buy |
3,634
+1,159
| +47% | +$166K | 0.12% | 181 |
|
2022
Q4 | $334K | Buy |
2,475
+430
| +21% | +$58K | 0.08% | 243 |
|
2022
Q3 | $238K | Buy |
+2,045
| New | +$238K | 0.07% | 289 |
|
2021
Q2 | – | Sell |
-2,700
| Closed | -$268K | – | 370 |
|
2021
Q1 | $268K | Buy |
2,700
+385
| +17% | +$38.2K | 0.07% | 283 |
|
2020
Q4 | $223K | Buy |
2,315
+24
| +1% | +$2.31K | 0.06% | 286 |
|
2020
Q3 | $217K | Buy |
+2,291
| New | +$217K | 0.08% | 242 |
|
2020
Q1 | – | Sell |
-3,899
| Closed | -$295K | – | 251 |
|
2019
Q4 | $295K | Sell |
3,899
-331
| -8% | -$25K | 0.12% | 202 |
|
2019
Q3 | $318K | Buy |
4,230
+92
| +2% | +$6.92K | 0.14% | 184 |
|
2019
Q2 | $332K | Sell |
4,138
-151
| -4% | -$12.1K | 0.15% | 168 |
|
2019
Q1 | $312K | Buy |
4,289
+57
| +1% | +$4.15K | 0.14% | 183 |
|
2018
Q4 | $301K | Hold |
4,232
| – | – | 0.14% | 181 |
|
2018
Q3 | $301K | Buy |
4,232
+75
| +2% | +$5.33K | 0.14% | 182 |
|
2018
Q2 | $246K | Sell |
4,157
-50
| -1% | -$2.96K | 0.12% | 200 |
|
2018
Q1 | $258K | Buy |
+4,207
| New | +$258K | 0.13% | 190 |
|