Crewe Advisors’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.4K | Buy |
54
+10
| +23% | +$2.67K | ﹤0.01% | 414 |
|
|
2025
Q1 | $12.5K | Hold |
44
| – | – | ﹤0.01% | 405 |
|
|
2024
Q4 | $10.5K | Sell |
44
-240
| -85% | -$57.5K | ﹤0.01% | 423 |
|
|
2024
Q3 | $72.1K | Buy |
284
+7
| +3% | +$1.78K | 0.01% | 261 |
|
|
2024
Q2 | $57.5K | Sell |
277
-90
| -25% | -$18.7K | 0.01% | 353 |
|
|
2024
Q1 | $75.9K | Buy |
+367
| New | +$75.9K | 0.01% | 312 |
|
|
2023
Q3 | – | Sell |
-75
| Closed | -$9.93K | – | 838 |
|
|
2023
Q2 | $9.93K | Sell |
75
-62
| -45% | -$8.21K | ﹤0.01% | 407 |
|
|
2023
Q1 | $19.6K | Sell |
137
-34
| -20% | -$4.86K | ﹤0.01% | 437 |
|
|
2022
Q4 | $22.2K | Sell |
171
-168
| -50% | -$21.8K | ﹤0.01% | 402 |
|
|
2022
Q3 | $39K | Buy |
339
+74
| +28% | +$8.51K | 0.01% | 351 |
|
|
2022
Q2 | $31K | Buy |
+265
| New | +$31K | 0.01% | 352 |
|
|
2021
Q1 | – | Sell |
-90
| Closed | -$9K | – | 479 |
|
|
2020
Q4 | $9K | Sell |
90
-18
| -17% | -$1.8K | ﹤0.01% | 280 |
|
|
2020
Q3 | $10K | Buy |
+108
| New | +$10K | ﹤0.01% | 250 |
|