Allworth Financial’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.76M | Buy |
17,849
+9,120
| +104% | +$2.43M | 0.02% | 314 |
|
|
2025
Q1 | $2.31M | Buy |
8,729
+373
| +4% | +$98.9K | 0.01% | 369 |
|
|
2024
Q4 | $2M | Buy |
8,356
+1,043
| +14% | +$249K | 0.01% | 395 |
|
|
2024
Q3 | $1.86M | Buy |
7,313
+481
| +7% | +$122K | 0.01% | 351 |
|
|
2024
Q2 | $1.5M | Sell |
6,832
-929
| -12% | -$204K | 0.01% | 373 |
|
|
2024
Q1 | $1.61M | Sell |
7,761
-2,370
| -23% | -$490K | 0.01% | 342 |
|
|
2023
Q4 | $1.61M | Sell |
10,131
-189
| -2% | -$30.1K | 0.01% | 340 |
|
|
2023
Q3 | $1.44M | Buy |
10,320
+106
| +1% | +$14.8K | 0.01% | 325 |
|
|
2023
Q2 | $1.35M | Buy |
10,214
+4,209
| +70% | +$557K | 0.01% | 335 |
|
|
2023
Q1 | $859K | Buy |
6,005
+1,382
| +30% | +$198K | 0.01% | 373 |
|
|
2022
Q4 | $600K | Sell |
4,623
-2,510
| -35% | -$326K | 0.01% | 417 |
|
|
2022
Q3 | $829K | Sell |
7,133
-4,466
| -39% | -$519K | 0.01% | 350 |
|
|
2022
Q2 | $1.35M | Sell |
11,599
-1,899
| -14% | -$221K | 0.02% | 263 |
|
|
2022
Q1 | $1.54M | Buy |
13,498
+7,926
| +142% | +$903K | 0.02% | 251 |
|
|
2021
Q4 | $572K | Sell |
5,572
-556
| -9% | -$57.1K | 0.01% | 355 |
|
|
2021
Q3 | $554K | Buy |
6,128
+4,341
| +243% | +$392K | 0.01% | 318 |
|
|
2021
Q2 | $175K | Buy |
1,787
+13
| +0.7% | +$1.27K | ﹤0.01% | 386 |
|
|
2021
Q1 | $170K | Buy |
1,774
+54
| +3% | +$5.18K | ﹤0.01% | 375 |
|
|
2020
Q4 | $170K | Buy |
1,720
+2
| +0.1% | +$198 | ﹤0.01% | 295 |
|
|
2020
Q3 | $163K | Sell |
1,718
-298
| -15% | -$28.3K | ﹤0.01% | 264 |
|
|
2020
Q2 | $161K | Buy |
2,016
+2
| +0.1% | +$160 | 0.01% | 258 |
|
|
2020
Q1 | $149K | Buy |
2,014
+45
| +2% | +$3.33K | 0.01% | 268 |
|
|
2019
Q4 | $143K | Sell |
1,969
-697
| -26% | -$50.6K | 0.01% | 223 |
|
|
2019
Q3 | $206K | Buy |
2,666
+2
| +0.1% | +$155 | 0.01% | 168 |
|
|
2019
Q2 | $213K | Hold |
2,664
| – | – | 0.01% | 161 |
|
|
2019
Q1 | $192K | Buy |
2,664
+2,064
| +344% | +$149K | 0.01% | 168 |
|
|
2018
Q4 | $36K | Hold |
600
| – | – | ﹤0.01% | 330 |
|
|
2018
Q3 | $43K | Hold |
600
| – | – | ﹤0.01% | 316 |
|
|
2018
Q2 | $35K | Hold |
600
| – | – | ﹤0.01% | 329 |
|
|
2018
Q1 | $37K | Hold |
600
| – | – | ﹤0.01% | 289 |
|
|
2017
Q4 | $34K | Hold |
600
| – | – | ﹤0.01% | 297 |
|
|
2017
Q3 | $29K | Hold |
600
| – | – | ﹤0.01% | 301 |
|
|
2017
Q2 | $26K | Hold |
600
| – | – | ﹤0.01% | 330 |
|
|
2017
Q1 | $24K | Hold |
600
| – | – | ﹤0.01% | 333 |
|
|
2016
Q4 | $21K | Hold |
600
| – | – | ﹤0.01% | 315 |
|
|
2016
Q3 | $19K | Hold |
600
| – | – | ﹤0.01% | 335 |
|
|
2016
Q2 | $20K | Hold |
600
| – | – | ﹤0.01% | 312 |
|
|
2016
Q1 | $21K | Hold |
600
| – | – | ﹤0.01% | 300 |
|
|
2015
Q4 | $19K | Hold |
600
| – | – | ﹤0.01% | 307 |
|
|
2015
Q3 | $18K | Hold |
600
| – | – | 0.01% | 320 |
|
|
2015
Q2 | $17K | Hold |
600
| – | – | 0.01% | 324 |
|
|
2015
Q1 | $16K | Buy |
+600
| New | +$16K | 0.01% | 336 |
|