BWM
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BankPlus Wealth Management’s Progressive PGR Stock Holding History

BankPlus Wealth Management’s Portfolio PGR Stock Details PGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$995K Buy
3,726
+22
+0.6% +$5.87K 0.66% 25
2025
Q1 		$1.05M Sell
3,704
-84
-2% -$23.8K 0.77% 22
2024
Q4 		$908K Buy
+3,788
New +$908K 0.68% 24