Freestone Capital Holdings’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $289K | Buy |
1,082
+148
| +16% | +$39.5K | 0.01% | 363 |
|
2025
Q1 | $264K | Buy |
+934
| New | +$264K | 0.01% | 367 |
|
2022
Q2 | – | Sell |
-3,101
| Closed | -$353K | – | 545 |
|
2022
Q1 | $353K | Buy |
+3,101
| New | +$353K | 0.01% | 433 |
|
2021
Q1 | – | Sell |
-126
| Closed | -$12.5K | – | 909 |
|
2020
Q4 | $12.5K | Hold |
126
| – | – | ﹤0.01% | 811 |
|
2020
Q3 | $11.9K | Buy |
+126
| New | +$11.9K | ﹤0.01% | 717 |
|