Beacon Financial Advisory’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $376K | Buy |
1,409
+13
| +0.9% | +$3.47K | 0.1% | 238 |
|
|
2025
Q1 | $395K | Buy |
1,396
+88
| +7% | +$24.9K | 0.12% | 197 |
|
|
2024
Q4 | $313K | Buy |
1,308
+29
| +2% | +$6.95K | 0.1% | 218 |
|
|
2024
Q3 | $324K | Buy |
1,279
+34
| +3% | +$8.63K | 0.11% | 206 |
|
|
2024
Q2 | $259K | Buy |
1,245
+27
| +2% | +$5.61K | 0.1% | 232 |
|
|
2024
Q1 | $252K | Sell |
1,218
-290
| -19% | -$60K | 0.12% | 204 |
|
|
2023
Q4 | $240K | Buy |
+1,508
| New | +$240K | 0.12% | 217 |
|