Everhart Financial Group’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Buy |
4,644
+687
| +17% | +$183K | 0.14% | 97 |
|
|
2025
Q1 | $1.12M | Buy |
3,957
+411
| +12% | +$116K | 0.15% | 97 |
|
|
2024
Q4 | $850K | Buy |
3,546
+217
| +7% | +$52K | 0.17% | 120 |
|
|
2024
Q3 | $845K | Buy |
3,329
+1,248
| +60% | +$317K | 0.19% | 120 |
|
|
2024
Q2 | $432K | Buy |
2,081
+461
| +28% | +$95.8K | 0.11% | 178 |
|
|
2024
Q1 | $335K | Buy |
+1,620
| New | +$335K | 0.1% | 201 |
|