Arkadios 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
$1.05M Buy
3,938
+703
+22% +$188K 0.03% 553
2025
Q1
$916K Sell
3,235
-330
-9% -$93.4K 0.03% 489
2024
Q4
$854K Buy
3,565
+318
+10% +$76.2K 0.05% 369
2024
Q3
$824K Buy
3,247
+1,728
+114% +$438K 0.05% 375
2024
Q2
$315K Buy
1,519
+288
+23% +$59.8K 0.02% 617
2024
Q1
$255K Sell
1,231
-146
-11% -$30.2K 0.02% 587
2023
Q4
$219K Sell
1,377
-257
-16% -$40.9K 0.02% 623
2023
Q3
$228K Buy
+1,634
New +$228K 0.02% 583
2022
Q1
Sell
-4,971
Closed -$510K 614
2021
Q4
$510K Buy
4,971
+2,163
+77% +$222K 0.07% 312
2021
Q3
$253K Sell
2,808
-4,016
-59% -$362K 0.04% 444
2021
Q2
$670K Buy
6,824
+6,427
+1,619% +$631K 0.08% 270
2021
Q1
$38K Buy
397
+319
+409% +$30.5K 0.01% 772
2020
Q4
$7K Sell
78
-124
-61% -$11.1K ﹤0.01% 1048
2020
Q3
$19.5K Buy
202
+4
+2% +$386 0.01% 607
2020
Q2
$16.7K Buy
198
+117
+144% +$9.89K 0.01% 577
2020
Q1
$5.98K Sell
81
-8
-9% -$591 ﹤0.01% 748
2019
Q4
$7.46K Buy
+89
New +$7.46K ﹤0.01% 640