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 |
|