Daymark Wealth Partners’s Progressive PGR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$46M Sell
172,207
-746
-0.4% -$199K 1.75% 9
2025
Q1
$48.9M Sell
172,953
-1,021
-0.6% -$289K 2.1% 8
2024
Q4
$41.7M Sell
173,974
-2,199
-1% -$527K 1.76% 9
2024
Q3
$44.7M Buy
176,173
+3,512
+2% +$891K 1.89% 9
2024
Q2
$35.9M Sell
172,661
-1,290
-0.7% -$268K 1.65% 10
2024
Q1
$36M Sell
173,951
-2,739
-2% -$566K 1.94% 10
2023
Q4
$28.1M Sell
176,690
-540
-0.3% -$86K 1.73% 10
2023
Q3
$24.7M Buy
177,230
+74,141
+72% +$10.3M 1.7% 11
2023
Q2
$13.6M Buy
103,089
+97,208
+1,653% +$12.9M 1.01% 22
2023
Q1
$841K Buy
5,881
+3,803
+183% +$544K 0.11% 146
2022
Q4
$270K Buy
+2,078
New +$270K 0.05% 193