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 |
|