Fiduciary 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 | $654K | Sell |
2,449
-185
| -7% | -$49.4K | 0.06% | 182 |
|
|
2025
Q1 | $745K | Sell |
2,634
-150
| -5% | -$42.5K | 0.07% | 172 |
|
|
2024
Q4 | $667K | Sell |
2,784
-80
| -3% | -$19.2K | 0.07% | 175 |
|
|
2024
Q3 | $727K | Sell |
2,864
-117
| -4% | -$29.7K | 0.07% | 168 |
|
|
2024
Q2 | $619K | Sell |
2,981
-99
| -3% | -$20.6K | 0.07% | 171 |
|
|
2024
Q1 | $637K | Sell |
3,080
-130
| -4% | -$26.9K | 0.07% | 162 |
|
|
2023
Q4 | $511K | Hold |
3,210
| – | – | 0.06% | 176 |
|
|
2023
Q3 | $447K | Sell |
3,210
-697
| -18% | -$97.1K | 0.06% | 175 |
|
|
2023
Q2 | $517K | Sell |
3,907
-745
| -16% | -$98.6K | 0.06% | 161 |
|
|
2023
Q1 | $666K | Sell |
4,652
-745
| -14% | -$107K | 0.09% | 140 |
|
|
2022
Q4 | $700K | Hold |
5,397
| – | – | 0.09% | 135 |
|
|
2022
Q3 | $700K | Buy |
5,397
+22
| +0.4% | +$2.85K | 0.09% | 137 |
|
|
2022
Q2 | $647K | Sell |
5,375
-450
| -8% | -$54.2K | 0.08% | 140 |
|
|
2022
Q1 | $628K | Buy |
+5,825
| New | +$628K | 0.08% | 134 |
|