Cassia Capital 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 | $1.02M | Sell |
3,833
-59
| -2% | -$15.7K | 0.62% | 42 |
|
|
2025
Q1 | $1.1M | Buy |
3,892
+1,442
| +59% | +$408K | 0.69% | 34 |
|
|
2024
Q4 | $587K | Buy |
+2,450
| New | +$587K | 0.37% | 49 |
|
|
2023
Q2 | – | Sell |
-2,787
| Closed | -$399K | – | 80 |
|
|
2023
Q1 | $399K | Sell |
2,787
-75
| -3% | -$10.7K | 0.32% | 25 |
|
|
2022
Q4 | $371K | Buy |
+2,862
| New | +$371K | 0.31% | 33 |
|