Evoke Wealth’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $357K | Buy |
1,337
+14
| +1% | +$3.74K | 0.01% | 406 |
|
|
2025
Q1 | $374K | Sell |
1,323
-119
| -8% | -$33.7K | 0.01% | 319 |
|
|
2024
Q4 | $345K | Buy |
1,442
+257
| +22% | +$61.6K | 0.01% | 316 |
|
|
2024
Q3 | $301K | Buy |
+1,185
| New | +$301K | 0.01% | 335 |
|
|
2024
Q2 | – | Sell |
-1,089
| Closed | -$225K | – | 314 |
|
|
2024
Q1 | $225K | Buy |
+1,089
| New | +$225K | 0.01% | 363 |
|
|
2022
Q4 | – | Sell |
-178
| Closed | -$21K | – | 917 |
|
|
2022
Q3 | $21K | Buy |
178
+15
| +9% | +$1.77K | ﹤0.01% | 639 |
|
|
2022
Q2 | $19K | Buy |
163
+8
| +5% | +$933 | ﹤0.01% | 657 |
|
|
2022
Q1 | $18K | Buy |
155
+50
| +48% | +$5.81K | ﹤0.01% | 677 |
|
|
2021
Q4 | $11K | Buy |
105
+4
| +4% | +$419 | ﹤0.01% | 783 |
|
|
2021
Q3 | $9K | Sell |
101
-57
| -36% | -$5.08K | ﹤0.01% | 762 |
|
|
2021
Q2 | $16K | Sell |
158
-46
| -23% | -$4.66K | ﹤0.01% | 687 |
|
|
2021
Q1 | $20K | Buy |
204
+82
| +67% | +$8.04K | ﹤0.01% | 592 |
|
|
2020
Q4 | $12K | Hold |
122
| – | – | ﹤0.01% | 563 |
|
|
2020
Q3 | $12K | Hold |
122
| – | – | ﹤0.01% | 533 |
|
|
2020
Q2 | $10K | Sell |
122
-11
| -8% | -$902 | ﹤0.01% | 552 |
|
|
2020
Q1 | $9.83K | Sell |
133
-39
| -23% | -$2.88K | ﹤0.01% | 508 |
|
|
2019
Q4 | $12.5K | Sell |
172
-6
| -3% | -$435 | ﹤0.01% | 692 |
|
|
2019
Q3 | $13.8K | Buy |
+178
| New | +$13.8K | ﹤0.01% | 753 |
|