Financial Synergies Wealth Advisors’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-11
| Closed | -$2.28K | – | 351 |
|
|
2024
Q1 | $2.28K | Hold |
11
| – | – | ﹤0.01% | 310 |
|
|
2023
Q4 | $1.43K | Hold |
11
| – | – | ﹤0.01% | 285 |
|
|
2023
Q3 | $1.53K | Hold |
11
| – | – | ﹤0.01% | 332 |
|
|
2023
Q2 | $1.46K | Hold |
11
| – | – | ﹤0.01% | 324 |
|
|
2023
Q1 | $1.57K | Hold |
11
| – | – | ﹤0.01% | 322 |
|
|
2022
Q4 | $1.43K | Hold |
11
| – | – | ﹤0.01% | 285 |
|
|
2022
Q3 | $1.28K | Sell |
11
-5
| -31% | -$581 | ﹤0.01% | 265 |
|
|
2022
Q2 | $1.86K | Buy |
+16
| New | +$1.86K | ﹤0.01% | 242 |
|