BOK Financial Private Wealth’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $80.1K | Sell |
300
-110
| -27% | -$29.4K | 0.01% | 222 |
|
|
2025
Q1 | $116K | Buy |
410
+100
| +32% | +$28.3K | 0.01% | 201 |
|
|
2024
Q4 | $74.3K | Buy |
310
+10
| +3% | +$2.4K | 0.01% | 231 |
|
|
2024
Q3 | $76.1K | Hold |
300
| – | – | 0.01% | 228 |
|
|
2024
Q2 | $62.3K | Hold |
300
| – | – | ﹤0.01% | 236 |
|
|
2024
Q1 | $62K | Hold |
300
| – | – | ﹤0.01% | 239 |
|
|
2023
Q4 | $47.8K | Buy |
+300
| New | +$47.8K | ﹤0.01% | 247 |
|
|
2023
Q2 | – | Sell |
-18
| Closed | -$2.58K | – | 429 |
|
|
2023
Q1 | $2.58K | Buy |
+18
| New | +$2.58K | ﹤0.01% | 405 |
|
|
2022
Q2 | – | Sell |
-3,296
| Closed | -$376K | – | 443 |
|
|
2022
Q1 | $376K | Buy |
3,296
+759
| +30% | +$86.6K | 0.03% | 197 |
|
|
2021
Q4 | $260K | Buy |
+2,537
| New | +$260K | 0.02% | 249 |
|