Foundations Investment Advisors’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $342K | Sell |
1,283
-46
| -3% | -$12.3K | 0.01% | 700 |
|
|
2025
Q1 | $376K | Sell |
1,329
-1,413
| -52% | -$400K | 0.01% | 650 |
|
|
2024
Q4 | $657K | Buy |
2,742
+1,905
| +228% | +$457K | 0.01% | 479 |
|
|
2024
Q3 | $212K | Buy |
+837
| New | +$212K | ﹤0.01% | 756 |
|
|
2024
Q2 | – | Sell |
-1,780
| Closed | -$368K | – | 787 |
|
|
2024
Q1 | $368K | Buy |
+1,780
| New | +$368K | 0.01% | 531 |
|