Avantax Advisory Services’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.92M | Buy |
29,666
+760
| +3% | +$203K | 0.04% | 321 |
|
2025
Q1 | $8.18M | Buy |
28,906
+770
| +3% | +$218K | 0.05% | 292 |
|
2024
Q4 | $6.74M | Sell |
28,136
-3,642
| -11% | -$873K | 0.04% | 319 |
|
2024
Q3 | $8.06M | Buy |
31,778
+2,813
| +10% | +$714K | 0.05% | 277 |
|
2024
Q2 | $6.02M | Buy |
28,965
+15,875
| +121% | +$3.3M | 0.04% | 323 |
|
2024
Q1 | $2.71M | Buy |
13,090
+389
| +3% | +$80.5K | 0.02% | 457 |
|
2023
Q4 | $2.02M | Buy |
12,701
+351
| +3% | +$55.9K | 0.02% | 497 |
|
2023
Q3 | $1.72M | Sell |
12,350
-558
| -4% | -$77.7K | 0.02% | 506 |
|
2023
Q2 | $1.71M | Buy |
12,908
+6,983
| +118% | +$924K | 0.02% | 505 |
|
2023
Q1 | $848K | Buy |
5,925
+37
| +0.6% | +$5.29K | 0.01% | 713 |
|
2022
Q4 | $764K | Buy |
5,888
+1,778
| +43% | +$231K | 0.01% | 713 |
|
2022
Q3 | $478K | Sell |
4,110
-554
| -12% | -$64.4K | 0.01% | 795 |
|
2022
Q2 | $542K | Buy |
4,664
+107
| +2% | +$12.4K | 0.01% | 752 |
|
2022
Q1 | $519K | Sell |
4,557
-98
| -2% | -$11.2K | 0.01% | 776 |
|
2021
Q4 | $478K | Buy |
4,655
+963
| +26% | +$98.9K | 0.01% | 779 |
|
2021
Q3 | $337K | Buy |
3,692
+233
| +7% | +$21.3K | 0.01% | 875 |
|
2021
Q2 | $338K | Buy |
3,459
+332
| +11% | +$32.4K | 0.01% | 856 |
|
2021
Q1 | $297K | Buy |
3,127
+170
| +6% | +$16.1K | 0.01% | 813 |
|
2020
Q4 | $292K | Sell |
2,957
-12,193
| -80% | -$1.2M | 0.01% | 732 |
|
2020
Q3 | $1.43M | Buy |
+15,150
| New | +$1.43M | 0.02% | 428 |
|