Atria Wealth Solutions’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.73M | Buy |
21,549
+3,439
| +19% | +$915K | 0.13% | 188 |
|
|
2025
Q1 | $5.13M | Sell |
18,110
-1,766
| -9% | -$500K | 0.06% | 330 |
|
|
2024
Q4 | $4.76M | Sell |
19,876
-9,301
| -32% | -$2.23M | 0.05% | 361 |
|
|
2024
Q3 | $7.4M | Buy |
29,177
+7,432
| +34% | +$1.89M | 0.08% | 261 |
|
|
2024
Q2 | $4.52M | Sell |
21,745
-14
| -0.1% | -$2.91K | 0.05% | 360 |
|
|
2024
Q1 | $4.5M | Buy |
21,759
+5,709
| +36% | +$1.18M | 0.05% | 366 |
|
|
2023
Q4 | $2.56M | Sell |
16,050
-2,819
| -15% | -$449K | 0.03% | 523 |
|
|
2023
Q3 | $2.63M | Sell |
18,869
-19
| -0.1% | -$2.65K | 0.04% | 473 |
|
|
2023
Q2 | $2.5M | Sell |
18,888
-11,625
| -38% | -$1.54M | 0.03% | 498 |
|
|
2023
Q1 | $4.37M | Sell |
30,513
-5,265
| -15% | -$753K | 0.06% | 299 |
|
|
2022
Q4 | $4.64M | Buy |
35,778
+18,388
| +106% | +$2.39M | 0.07% | 267 |
|
|
2022
Q3 | $2.02M | Buy |
17,390
+2,342
| +16% | +$272K | 0.03% | 474 |
|
|
2022
Q2 | $1.75M | Sell |
15,048
-26
| -0.2% | -$3.02K | 0.03% | 478 |
|
|
2022
Q1 | $1.72M | Buy |
+15,074
| New | +$1.72M | 0.03% | 526 |
|