B. Riley Wealth Advisors’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Buy |
+5,138
| New | +$1.37M | 0.06% | 270 |
|
|
2024
Q4 | $1.13M | Sell |
4,716
-306
| -6% | -$73.3K | 0.04% | 414 |
|
|
2024
Q3 | $1.27M | Sell |
5,022
-1,361
| -21% | -$344K | 0.04% | 439 |
|
|
2024
Q2 | $1.33M | Sell |
6,383
-1,589
| -20% | -$330K | 0.03% | 451 |
|
|
2024
Q1 | $1.11M | Buy |
7,972
+537
| +7% | +$74.8K | 0.03% | 493 |
|
|
2023
Q4 | $1.18M | Sell |
7,435
-537
| -7% | -$85.5K | 0.03% | 475 |
|
|
2023
Q3 | $1.11M | Buy |
7,972
+675
| +9% | +$94K | 0.03% | 493 |
|
|
2023
Q2 | $966K | Sell |
7,297
-3,743
| -34% | -$495K | 0.02% | 584 |
|
|
2023
Q1 | $1.58M | Buy |
11,040
+3,273
| +42% | +$468K | 0.04% | 415 |
|
|
2022
Q4 | $1.01M | Buy |
7,767
+699
| +10% | +$90.7K | 0.03% | 531 |
|
|
2022
Q3 | $823K | Buy |
7,068
+2,870
| +68% | +$334K | 0.02% | 567 |
|
|
2022
Q2 | $489K | Sell |
4,198
-1,058
| -20% | -$123K | 0.02% | 667 |
|
|
2022
Q1 | $600K | Sell |
5,256
-5,278
| -50% | -$603K | 0.02% | 663 |
|
|
2021
Q4 | $1.08M | Buy |
10,534
+769
| +8% | +$79K | 0.03% | 504 |
|
|
2021
Q3 | $884K | Buy |
9,765
+2,269
| +30% | +$205K | 0.03% | 560 |
|
|
2021
Q2 | $736K | Buy |
7,496
+3,390
| +83% | +$333K | 0.02% | 621 |
|
|
2021
Q1 | $394K | Sell |
4,106
-3,070
| -43% | -$295K | 0.01% | 850 |
|
|
2020
Q4 | $710K | Sell |
7,176
-1,371
| -16% | -$136K | 0.04% | 428 |
|
|
2020
Q3 | $809K | Buy |
8,547
+48
| +0.6% | +$4.54K | 0.04% | 368 |
|
|
2020
Q2 | $683K | Buy |
8,499
+350
| +4% | +$28.1K | 0.05% | 360 |
|
|
2020
Q1 | $604K | Buy |
8,149
+581
| +8% | +$43.1K | 0.05% | 345 |
|
|
2019
Q4 | $548K | Buy |
7,568
+1,629
| +27% | +$118K | 0.05% | 404 |
|
|
2019
Q3 | $460K | Sell |
5,939
-106
| -2% | -$8.21K | 0.05% | 434 |
|
|
2019
Q2 | $484K | Sell |
6,045
-268
| -4% | -$21.5K | 0.05% | 389 |
|
|
2019
Q1 | $456K | Buy |
6,313
+234
| +4% | +$16.9K | 0.06% | 367 |
|
|
2018
Q4 | $368K | Sell |
6,079
-302
| -5% | -$18.3K | 0.05% | 379 |
|
|
2018
Q3 | $454K | Buy |
6,381
+446
| +8% | +$31.7K | 0.05% | 372 |
|
|
2018
Q2 | $353K | Buy |
+5,935
| New | +$353K | 0.05% | 409 |
|
|
2015
Q1 | – | Sell |
-65
| Closed | -$2 | – | 1579 |
|
|
2014
Q4 | $2 | Buy |
+65
| New | +$2 | ﹤0.01% | 3410 |
|