Avion Wealth’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $34K | Buy |
131
+30
| +30% | +$7.79K | 0.01% | 242 |
|
2025
Q1 | $24K | Hold |
101
| – | – | 0.01% | 270 |
|
2024
Q4 | $24K | Buy |
101
+32
| +46% | +$7.6K | 0.01% | 270 |
|
2024
Q3 | $17K | Buy |
69
+13
| +23% | +$3.2K | ﹤0.01% | 282 |
|
2024
Q2 | $11K | Buy |
56
+10
| +22% | +$1.96K | ﹤0.01% | 318 |
|
2024
Q1 | $10K | Buy |
46
+9
| +24% | +$1.96K | ﹤0.01% | 315 |
|
2023
Q4 | $6K | Buy |
37
+23
| +164% | +$3.73K | ﹤0.01% | 377 |
|
2023
Q3 | $1K | Sell |
14
-4
| -22% | -$286 | ﹤0.01% | 698 |
|
2023
Q2 | $1K | Buy |
18
+2
| +13% | +$111 | ﹤0.01% | 629 |
|
2023
Q1 | $2K | Buy |
+16
| New | +$2K | ﹤0.01% | 393 |
|