EWA
EverSource Wealth Advisors’s Progressive PGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.8M | Buy |
66,761
+691
| +1% | +$184K | 0.8% | 26 |
|
|
2025
Q1 | $18.7M | Buy |
66,070
+1,036
| +2% | +$293K | 1.03% | 21 |
|
|
2024
Q4 | $15.6M | Buy |
65,034
+533
| +0.8% | +$128K | 0.88% | 25 |
|
|
2024
Q3 | $16.4M | Sell |
64,501
-855
| -1% | -$217K | 1.04% | 22 |
|
|
2024
Q2 | $14M | Sell |
65,356
-2,227
| -3% | -$477K | 0.93% | 23 |
|
|
2024
Q1 | $14.1M | Sell |
67,583
-971
| -1% | -$202K | 1.11% | 19 |
|
|
2023
Q4 | $10.9M | Sell |
68,554
-20
| -0% | -$3.19K | 1% | 20 |
|
|
2023
Q3 | $9.55M | Buy |
68,574
+557
| +0.8% | +$77.6K | 1.01% | 19 |
|
|
2023
Q2 | $9M | Buy |
68,017
+724
| +1% | +$95.8K | 0.99% | 17 |
|
|
2023
Q1 | $9.63M | Buy |
67,293
+4,345
| +7% | +$622K | 1.2% | 15 |
|
|
2022
Q4 | $8.16M | Buy |
62,948
+61,601
| +4,573% | +$7.99M | 1.24% | 14 |
|
|
2022
Q3 | $157K | Buy |
1,347
+766
| +132% | +$89.3K | 0.04% | 335 |
|
|
2022
Q2 | $68K | Sell |
581
-116
| -17% | -$13.6K | 0.02% | 511 |
|
|
2022
Q1 | $79K | Buy |
697
+88
| +14% | +$9.97K | 0.02% | 384 |
|
|
2021
Q4 | $63K | Buy |
+609
| New | +$63K | 0.02% | 381 |
|