CIA
Compass Ion Advisors’s Progressive PGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Buy |
4,818
+29
| +0.6% | +$7.74K | 0.14% | 84 |
|
|
2025
Q1 | $1.36M | Sell |
4,789
-204
| -4% | -$57.7K | 0.16% | 76 |
|
|
2024
Q4 | $1.2M | Buy |
4,993
+40
| +0.8% | +$9.59K | 0.14% | 88 |
|
|
2024
Q3 | $1.26M | Sell |
4,953
-27
| -0.5% | -$6.85K | 0.15% | 82 |
|
|
2024
Q2 | $1.03M | Hold |
4,980
| – | – | 0.15% | 88 |
|
|
2024
Q1 | $1.03M | Sell |
4,980
-2,463
| -33% | -$509K | 0.15% | 88 |
|
|
2023
Q4 | $1.19M | Buy |
7,443
+59
| +0.8% | +$9.4K | 0.18% | 79 |
|
|
2023
Q3 | $1.03M | Buy |
+7,384
| New | +$1.03M | 0.18% | 86 |
|