Crestwood Advisors Group’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $916K | Buy |
3,433
+95
| +3% | +$25.4K | 0.02% | 290 |
|
|
2025
Q1 | $945K | Buy |
3,338
+176
| +6% | +$49.8K | 0.02% | 282 |
|
|
2024
Q4 | $758K | Buy |
3,162
+540
| +21% | +$129K | 0.01% | 261 |
|
|
2024
Q3 | $665K | Buy |
2,622
+348
| +15% | +$88.3K | 0.01% | 260 |
|
|
2024
Q2 | $472K | Buy |
2,274
+94
| +4% | +$19.5K | 0.01% | 285 |
|
|
2024
Q1 | $451K | Buy |
2,180
+202
| +10% | +$41.8K | 0.01% | 293 |
|
|
2023
Q4 | $315K | Buy |
1,978
+306
| +18% | +$48.7K | 0.01% | 322 |
|
|
2023
Q3 | $233K | Buy |
+1,672
| New | +$233K | 0.01% | 324 |
|