Balanced Wealth Group’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $694K | Sell |
2,869
-143
| -5% | -$34.6K | 0.3% | 34 |
|
|
2025
Q1 | $852K | Sell |
3,012
-72
| -2% | -$20.4K | 0.41% | 27 |
|
|
2024
Q4 | $760K | Sell |
3,084
-79
| -2% | -$19.5K | 0.34% | 32 |
|
|
2024
Q3 | $803K | Buy |
3,163
+1
| +0% | +$254 | 0.36% | 32 |
|
|
2024
Q2 | $662K | Sell |
3,162
-54
| -2% | -$11.3K | 0.3% | 34 |
|
|
2024
Q1 | $687K | Sell |
3,216
-123
| -4% | -$26.3K | 0.31% | 37 |
|
|
2023
Q4 | $532K | Buy |
+3,339
| New | +$532K | 0.28% | 41 |
|