Beacon Pointe Advisors’s Progressive PGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.65M | Buy |
9,929
+1,375
| +16% | +$367K | 0.03% | 430 |
|
|
2025
Q1 | $2.42M | Sell |
8,554
-1,097
| -11% | -$310K | 0.03% | 429 |
|
|
2024
Q4 | $2.31M | Sell |
9,651
-1,132
| -10% | -$271K | 0.03% | 433 |
|
|
2024
Q3 | $2.74M | Sell |
10,783
-1,588
| -13% | -$403K | 0.03% | 406 |
|
|
2024
Q2 | $2.57M | Sell |
12,371
-1,136
| -8% | -$236K | 0.03% | 429 |
|
|
2024
Q1 | $2.79M | Sell |
13,507
-768
| -5% | -$159K | 0.03% | 423 |
|
|
2023
Q4 | $2.27M | Sell |
14,275
-2,816
| -16% | -$449K | 0.03% | 443 |
|
|
2023
Q3 | $2.38M | Buy |
17,091
+6,932
| +68% | +$966K | 0.03% | 428 |
|
|
2023
Q2 | $1.34M | Sell |
10,159
-235
| -2% | -$31.1K | 0.02% | 449 |
|
|
2023
Q1 | $1.49M | Buy |
10,394
+493
| +5% | +$70.5K | 0.03% | 459 |
|
|
2022
Q4 | $1.28M | Buy |
9,901
+5,159
| +109% | +$669K | 0.02% | 452 |
|
|
2022
Q3 | $550K | Buy |
4,742
+383
| +9% | +$44.4K | 0.01% | 607 |
|
|
2022
Q2 | $507K | Sell |
4,359
-968
| -18% | -$113K | 0.01% | 641 |
|
|
2022
Q1 | $607K | Buy |
5,327
+1,856
| +53% | +$211K | 0.01% | 757 |
|
|
2021
Q4 | $356K | Sell |
3,471
-182
| -5% | -$18.7K | 0.01% | 669 |
|
|
2021
Q3 | $330K | Sell |
3,653
-3,344
| -48% | -$302K | 0.01% | 670 |
|
|
2021
Q2 | $687K | Buy |
6,997
+4,329
| +162% | +$425K | 0.02% | 407 |
|
|
2021
Q1 | $254K | Buy |
2,668
+106
| +4% | +$10.1K | 0.02% | 428 |
|
|
2020
Q4 | $252K | Buy |
2,562
+114
| +5% | +$11.2K | 0.02% | 412 |
|
|
2020
Q3 | $232K | Buy |
+2,448
| New | +$232K | 0.02% | 342 |
|