Concurrent Investment Advisors’s Progressive PGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.68M | Buy |
6,285
+393
| +7% | +$105K | 0.03% | 468 |
|
|
2025
Q1 | $1.67M | Sell |
5,892
-184
| -3% | -$52.1K | 0.04% | 406 |
|
|
2024
Q4 | $1.46M | Buy |
6,076
+551
| +10% | +$132K | 0.04% | 394 |
|
|
2024
Q3 | $1.4M | Buy |
5,525
+562
| +11% | +$143K | 0.04% | 389 |
|
|
2024
Q2 | $1.03M | Sell |
4,963
-1,851
| -27% | -$385K | 0.03% | 423 |
|
|
2024
Q1 | $1.41M | Buy |
6,814
+2,719
| +66% | +$562K | 0.06% | 308 |
|
|
2023
Q4 | $652K | Buy |
+4,095
| New | +$652K | 0.03% | 424 |
|