Corient Private Wealth’s Progressive PGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216M | Buy |
831,590
+9,768
| +1% | +$2.54M | 0.23% | 81 |
|
|
2025
Q1 | $233M | Sell |
821,822
-9,782
| -1% | -$2.77M | 0.38% | 55 |
|
|
2024
Q4 | $199M | Buy |
831,604
+98,508
| +13% | +$23.5M | 0.33% | 63 |
|
|
2024
Q3 | $186M | Sell |
733,096
-3,933
| -0.5% | -$998K | 0.29% | 73 |
|
|
2024
Q2 | $153M | Buy |
737,029
+2,487
| +0.3% | +$517K | 0.27% | 80 |
|
|
2024
Q1 | $152M | Sell |
734,542
-21,339
| -3% | -$4.41M | 0.27% | 85 |
|
|
2023
Q4 | $120M | Buy |
755,881
+64,116
| +9% | +$10.2M | 0.22% | 102 |
|
|
2023
Q3 | $96.4M | Buy |
691,765
+8,969
| +1% | +$1.25M | 0.22% | 108 |
|
|
2023
Q2 | $90.4M | Buy |
682,796
+4,375
| +0.6% | +$579K | 0.21% | 114 |
|
|
2023
Q1 | $97.1M | Sell |
678,421
-31,753
| -4% | -$4.54M | 0.26% | 103 |
|
|
2022
Q4 | $92.1M | Buy |
+710,174
| New | +$92.1M | 0.33% | 78 |
|