Cary Street Partners Investment 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 | $195K | Buy |
731
+109
| +18% | +$29.1K | 0.09% | 244 |
|
|
2025
Q1 | $176K | Sell |
622
-55
| -8% | -$15.6K | 0.1% | 233 |
|
|
2024
Q4 | $162K | Sell |
677
-767
| -53% | -$184K | 0.11% | 210 |
|
|
2024
Q3 | $366K | Buy |
1,444
+39
| +3% | +$9.9K | 0.01% | 570 |
|
|
2024
Q2 | $292K | Buy |
1,405
+35
| +3% | +$7.27K | 0.01% | 603 |
|
|
2024
Q1 | $283K | Buy |
1,370
+35
| +3% | +$7.24K | 0.01% | 575 |
|
|
2023
Q4 | $213K | Buy |
1,335
+665
| +99% | +$106K | 0.01% | 605 |
|
|
2023
Q3 | $93.3K | Buy |
670
+62
| +10% | +$8.64K | 0.01% | 721 |
|
|
2023
Q2 | $80.5K | Hold |
608
| – | – | 0.01% | 703 |
|
|
2023
Q1 | $87K | Sell |
608
-24
| -4% | -$3.43K | 0.01% | 624 |
|
|
2022
Q4 | $82K | Buy |
+632
| New | +$82K | 0.01% | 630 |
|