Congress Wealth Management’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.78M | Buy |
17,944
+6,983
| +64% | +$1.86M | 0.05% | 393 |
|
|
2025
Q1 | $3.09M | Buy |
10,961
+194
| +2% | +$54.7K | 0.04% | 406 |
|
|
2024
Q4 | $2.58M | Sell |
10,767
-6,059
| -36% | -$1.45M | 0.04% | 375 |
|
|
2024
Q3 | $4.27M | Buy |
16,826
+7,652
| +83% | +$1.94M | 0.06% | 317 |
|
|
2024
Q2 | $1.91M | Buy |
9,174
+8,121
| +771% | +$1.69M | 0.03% | 368 |
|
|
2024
Q1 | $218K | Sell |
1,053
-1,328
| -56% | -$275K | ﹤0.01% | 562 |
|
|
2023
Q4 | $379K | Buy |
+2,381
| New | +$379K | 0.01% | 499 |
|
|
2022
Q4 | – | Sell |
-1,985
| Closed | -$231K | – | 576 |
|
|
2022
Q3 | $231K | Buy |
1,985
+17
| +0.9% | +$1.98K | 0.01% | 506 |
|
|
2022
Q2 | $229K | Sell |
1,968
-252
| -11% | -$29.3K | 0.01% | 515 |
|
|
2022
Q1 | $253K | Sell |
2,220
-491
| -18% | -$56K | 0.01% | 540 |
|
|
2021
Q4 | $278K | Buy |
+2,711
| New | +$278K | 0.01% | 548 |
|