Dynamic Advisor Solutions’s Progressive PGR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.01M Buy
7,544
+6,465
+599% +$1.73M 0.06% 305
2025
Q1
$305K Sell
1,079
-2,742
-72% -$776K 0.01% 702
2024
Q4
$915K Sell
3,821
-97
-2% -$23.2K 0.04% 327
2024
Q3
$994K Buy
3,918
+2,562
+189% +$650K 0.03% 454
2024
Q2
$282K Sell
1,356
-218
-14% -$45.3K 0.01% 785
2024
Q1
$325K Buy
1,574
+231
+17% +$47.8K 0.01% 733
2023
Q4
$218K Buy
+1,343
New +$218K 0.01% 810