Atticus 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 | $147K | Buy |
549
+10
| +2% | +$2.67K | 0.04% | 204 |
|
|
2025
Q1 | $153K | Hold |
539
| – | – | 0.05% | 131 |
|
|
2024
Q4 | $129K | Hold |
539
| – | – | 0.04% | 143 |
|
|
2024
Q3 | $137K | Hold |
539
| – | – | 0.04% | 144 |
|
|
2024
Q2 | $112K | Hold |
539
| – | – | 0.04% | 153 |
|
|
2024
Q1 | $111K | Hold |
539
| – | – | 0.04% | 159 |
|
|
2023
Q4 | $85.9K | Hold |
539
| – | – | 0.03% | 186 |
|
|
2023
Q3 | $75.1K | Hold |
539
| – | – | 0.03% | 203 |
|
|
2023
Q2 | $71.3K | Hold |
539
| – | – | 0.03% | 219 |
|
|
2023
Q1 | $77.1K | Hold |
539
| – | – | 0.03% | 199 |
|
|
2022
Q4 | $69.9K | Sell |
539
-41
| -7% | -$5.32K | 0.03% | 215 |
|
|
2022
Q3 | $67K | Hold |
580
| – | – | 0.03% | 206 |
|
|
2022
Q2 | $67K | Buy |
580
+539
| +1,315% | +$62.3K | 0.03% | 226 |
|
|
2022
Q1 | $5K | Buy |
+41
| New | +$5K | ﹤0.01% | 468 |
|
|
2021
Q4 | – | Sell |
-26
| Closed | -$2K | – | 477 |
|
|
2021
Q3 | $2K | Sell |
26
-4
| -13% | -$308 | ﹤0.01% | 385 |
|
|
2021
Q2 | $3K | Sell |
30
-579
| -95% | -$57.9K | ﹤0.01% | 343 |
|
|
2021
Q1 | $58K | Sell |
609
-2
| -0.3% | -$190 | 0.03% | 201 |
|
|
2020
Q4 | $60K | Hold |
611
| – | – | 0.03% | 194 |
|
|
2020
Q3 | $58K | Sell |
611
-2
| -0.3% | -$190 | 0.03% | 166 |
|
|
2020
Q2 | $49K | Buy |
613
+3
| +0.5% | +$240 | 0.03% | 173 |
|
|
2020
Q1 | $45K | Buy |
610
+595
| +3,967% | +$43.9K | 0.04% | 171 |
|
|
2019
Q4 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 343 |
|