AE Wealth Management’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.67M | Sell |
10,012
-5,701
| -36% | -$1.52M | 0.02% | 474 |
|
|
2025
Q1 | $4.45M | Sell |
15,713
-2,076
| -12% | -$588K | 0.04% | 360 |
|
|
2024
Q4 | $4.26M | Buy |
17,789
+3,269
| +23% | +$783K | 0.04% | 370 |
|
|
2024
Q3 | $3.68M | Buy |
14,520
+5,498
| +61% | +$1.4M | 0.03% | 391 |
|
|
2024
Q2 | $1.87M | Buy |
9,022
+4,891
| +118% | +$1.02M | 0.02% | 534 |
|
|
2024
Q1 | $854K | Sell |
4,131
-18,827
| -82% | -$3.89M | 0.01% | 687 |
|
|
2023
Q4 | $4.12M | Buy |
22,958
+8,451
| +58% | +$1.52M | 0.02% | 657 |
|
|
2023
Q3 | $2.02M | Sell |
14,507
-42,389
| -75% | -$5.9M | 0.01% | 847 |
|
|
2023
Q2 | $7.53M | Sell |
56,896
-30,682
| -35% | -$4.06M | 0.05% | 438 |
|
|
2023
Q1 | $12.5M | Sell |
87,578
-7,913
| -8% | -$1.13M | 0.08% | 297 |
|
|
2022
Q4 | $12.4M | Buy |
95,491
+24,264
| +34% | +$3.15M | 0.09% | 265 |
|
|
2022
Q3 | $8.28M | Buy |
71,227
+12,063
| +20% | +$1.4M | 0.07% | 317 |
|
|
2022
Q2 | $6.88M | Buy |
59,164
+9,034
| +18% | +$1.05M | 0.06% | 352 |
|
|
2022
Q1 | $5.71M | Buy |
50,130
+9,404
| +23% | +$1.07M | 0.04% | 402 |
|
|
2021
Q4 | $4.18M | Buy |
40,726
+5,609
| +16% | +$576K | 0.03% | 463 |
|
|
2021
Q3 | $3.17M | Sell |
35,117
-6,772
| -16% | -$612K | 0.03% | 500 |
|
|
2021
Q2 | $4.11M | Buy |
41,889
+16,617
| +66% | +$1.63M | 0.04% | 419 |
|
|
2021
Q1 | $2.42M | Buy |
25,272
+5,022
| +25% | +$480K | 0.02% | 522 |
|
|
2020
Q4 | $2M | Sell |
20,250
-2,179
| -10% | -$215K | 0.02% | 494 |
|
|
2020
Q3 | $2.12M | Sell |
22,429
-6,532
| -23% | -$618K | 0.03% | 402 |
|
|
2020
Q2 | $2.32M | Buy |
28,961
+10,166
| +54% | +$814K | 0.04% | 366 |
|
|
2020
Q1 | $1.39M | Buy |
18,795
+8,865
| +89% | +$655K | 0.03% | 400 |
|
|
2019
Q4 | $719K | Buy |
9,930
+4,458
| +81% | +$323K | 0.02% | 614 |
|
|
2019
Q3 | $423K | Sell |
5,472
-6,471
| -54% | -$500K | 0.01% | 667 |
|
|
2019
Q2 | $955K | Buy |
11,943
+8,555
| +253% | +$684K | 0.03% | 419 |
|
|
2019
Q1 | $244K | Buy |
+3,388
| New | +$244K | 0.02% | 536 |
|
|
2018
Q3 | – | Sell |
-6,025
| Closed | -$356K | – | 612 |
|
|
2018
Q2 | $356K | Buy |
+6,025
| New | +$356K | 0.02% | 308 |
|