Coastal Bridge Advisors’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $706K | Buy |
+2,644
| New | +$706K | 0.06% | 242 |
|
|
2025
Q1 | – | Sell |
-1,144
| Closed | -$274K | – | 363 |
|
|
2024
Q4 | $274K | Sell |
1,144
-60
| -5% | -$14.4K | 0.07% | 126 |
|
|
2024
Q3 | $306K | Hold |
1,204
| – | – | 0.08% | 117 |
|
|
2024
Q2 | $250K | Hold |
1,204
| – | – | 0.06% | 129 |
|
|
2024
Q1 | $249K | Buy |
+1,204
| New | +$249K | 0.06% | 135 |
|
|
2022
Q1 | – | Sell |
-2,472
| Closed | -$249K | – | 203 |
|
|
2021
Q4 | $249K | Buy |
+2,472
| New | +$249K | 0.05% | 163 |
|