Forthright Family Wealth Advisory’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 | Sell |
1,338
-12
| -0.9% | -$3.2K | 0.23% | 42 |
|
|
2025
Q1 | $382K | Buy |
1,350
+5
| +0.4% | +$1.42K | 0.25% | 40 |
|
|
2024
Q4 | $322K | Sell |
1,345
-63
| -4% | -$15.1K | 0.21% | 44 |
|
|
2024
Q3 | $358K | Sell |
1,408
-3
| -0.2% | -$764 | 0.23% | 44 |
|
|
2024
Q2 | $293K | Buy |
1,411
+134
| +10% | +$27.8K | 0.19% | 52 |
|
|
2024
Q1 | $264K | Hold |
1,277
| – | – | 0.18% | 52 |
|
|
2023
Q4 | $203K | Buy |
+1,277
| New | +$203K | 0.16% | 49 |
|