Concord Wealth Partners’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6
| Closed | -$1.44K | – | 928 |
|
|
2024
Q4 | $1.44K | Hold |
6
| – | – | ﹤0.01% | 746 |
|
|
2024
Q3 | $1.52K | Buy |
+6
| New | +$1.52K | ﹤0.01% | 776 |
|
|
2023
Q4 | – | Sell |
-15
| Closed | -$2.09K | – | 969 |
|
|
2023
Q3 | $2.09K | Hold |
15
| – | – | ﹤0.01% | 864 |
|
|
2023
Q2 | $1.99K | Buy |
+15
| New | +$1.99K | ﹤0.01% | 868 |
|
|
2023
Q1 | – | Sell |
-15
| Closed | -$1.95K | – | 1162 |
|
|
2022
Q4 | $1.95K | Buy |
+15
| New | +$1.95K | ﹤0.01% | 939 |
|
|
2022
Q3 | – | Sell |
-15
| Closed | -$2K | – | 849 |
|
|
2022
Q2 | $2K | Sell |
15
-395
| -96% | -$52.7K | ﹤0.01% | 1046 |
|
|
2022
Q1 | $47K | Hold |
410
| – | – | 0.01% | 454 |
|
|
2021
Q4 | $42K | Buy |
410
+344
| +521% | +$35.2K | 0.01% | 484 |
|
|
2021
Q3 | $6K | Sell |
66
-338
| -84% | -$30.7K | ﹤0.01% | 560 |
|
|
2021
Q2 | $40K | Buy |
404
+120
| +42% | +$11.9K | 0.01% | 382 |
|
|
2021
Q1 | $27K | Buy |
+284
| New | +$27K | 0.01% | 427 |
|