Great Valley Advisor Group’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.39M | Buy |
5,228
+964
| +23% | +$257K | 0.03% | 387 |
|
2025
Q1 | $1.21M | Buy |
4,264
+1,017
| +31% | +$288K | 0.03% | 412 |
|
2024
Q4 | $778K | Buy |
3,247
+459
| +16% | +$110K | 0.02% | 495 |
|
2024
Q3 | $707K | Buy |
2,788
+1,120
| +67% | +$284K | 0.02% | 487 |
|
2024
Q2 | $347K | Buy |
+1,668
| New | +$347K | 0.01% | 609 |
|
2023
Q3 | – | Sell |
-2,136
| Closed | -$283K | – | 718 |
|
2023
Q2 | $283K | Buy |
2,136
+311
| +17% | +$41.2K | 0.01% | 573 |
|
2023
Q1 | $261K | Buy |
+1,825
| New | +$261K | 0.01% | 584 |
|