Curi Wealth Management’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,797
| Closed | -$286K | – | 104 |
|
|
2023
Q4 | $286K | Sell |
1,797
-12
| -0.7% | -$1.91K | 0.04% | 127 |
|
|
2023
Q3 | $252K | Sell |
1,809
-43
| -2% | -$5.99K | 0.04% | 131 |
|
|
2023
Q2 | $245K | Sell |
1,852
-1
| -0.1% | -$132 | 0.03% | 147 |
|
|
2023
Q1 | $265K | Buy |
1,853
+29
| +2% | +$4.15K | 0.04% | 136 |
|
|
2022
Q4 | $237K | Sell |
1,824
-1,375
| -43% | -$178K | 0.03% | 166 |
|
|
2022
Q3 | $372K | Hold |
3,199
| – | – | 0.06% | 118 |
|
|
2022
Q2 | $372K | Buy |
3,199
+50
| +2% | +$5.81K | 0.07% | 79 |
|
|
2022
Q1 | $358K | Buy |
3,149
+142
| +5% | +$16.1K | 0.06% | 78 |
|
|
2021
Q4 | $308K | Hold |
3,007
| – | – | 0.05% | 88 |
|
|
2021
Q3 | $271K | Sell |
3,007
-914
| -23% | -$82.4K | 0.12% | 74 |
|
|
2021
Q2 | $385K | Hold |
3,921
| – | – | 0.19% | 55 |
|
|
2021
Q1 | $374K | Hold |
3,921
| – | – | 0.24% | 52 |
|
|
2020
Q4 | $387K | Buy |
+3,921
| New | +$387K | 0.28% | 44 |
|