Cascade Financial Partners’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $260K | Sell |
974
-400
| -29% | -$107K | 0.03% | 223 |
|
|
2025
Q1 | $389K | Sell |
1,374
-28
| -2% | -$7.92K | 0.05% | 174 |
|
|
2024
Q4 | $336K | Sell |
1,402
-72
| -5% | -$17.3K | 0.04% | 178 |
|
|
2024
Q3 | $366K | Hold |
1,474
| – | – | 0.05% | 171 |
|
|
2024
Q2 | $306K | Sell |
1,474
-225
| -13% | -$46.7K | 0.04% | 175 |
|
|
2024
Q1 | $346K | Buy |
+1,699
| New | +$346K | 0.05% | 168 |
|