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