GeoWealth Management’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $395K | Sell |
1,480
-953
| -39% | -$254K | 0.02% | 466 |
|
|
2025
Q1 | $689K | Sell |
2,433
-3,586
| -60% | -$1.01M | 0.03% | 361 |
|
|
2024
Q4 | $1.44M | Sell |
6,019
-228
| -4% | -$54.6K | 0.05% | 225 |
|
|
2024
Q3 | $1.59M | Sell |
6,247
-1,279
| -17% | -$325K | 0.06% | 219 |
|
|
2024
Q2 | $1.56M | Sell |
7,526
-3,851
| -34% | -$800K | 0.07% | 192 |
|
|
2024
Q1 | $2.35M | Buy |
11,377
+8,961
| +371% | +$1.85M | 0.09% | 159 |
|
|
2023
Q4 | $384K | Sell |
2,416
-5,926
| -71% | -$942K | 0.03% | 377 |
|
|
2023
Q3 | $1.16M | Buy |
+8,342
| New | +$1.16M | 0.13% | 134 |
|
|
2021
Q1 | – | Sell |
-5,282
| Closed | -$524K | – | 232 |
|
|
2020
Q4 | $524K | Buy |
+5,282
| New | +$524K | 0.08% | 141 |
|