CreativeOne Wealth’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $450K | Sell |
1,686
-956
| -36% | -$255K | 0.01% | 779 |
|
|
2025
Q1 | $748K | Buy |
2,642
+950
| +56% | +$269K | 0.02% | 571 |
|
|
2024
Q4 | $405K | Buy |
1,692
+787
| +87% | +$189K | 0.01% | 762 |
|
|
2024
Q3 | $230K | Buy |
+905
| New | +$230K | 0.01% | 862 |
|
|
2024
Q2 | – | Sell |
-1,063
| Closed | -$220K | – | 878 |
|
|
2024
Q1 | $220K | Buy |
+1,063
| New | +$220K | 0.01% | 814 |
|