Fiduciary Alliance’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $561K | Buy |
2,102
+11
| +0.5% | +$2.94K | 0.04% | 312 |
|
|
2025
Q1 | $592K | Buy |
+2,091
| New | +$592K | 0.06% | 230 |
|
|
2023
Q3 | – | Sell |
-242
| Closed | -$32K | – | 713 |
|
|
2023
Q2 | $32K | Buy |
+242
| New | +$32K | 0.01% | 375 |
|
|
2023
Q1 | – | Sell |
-31
| Closed | -$4.02K | – | 652 |
|
|
2022
Q4 | $4.02K | Buy |
+31
| New | +$4.02K | ﹤0.01% | 583 |
|