Guardian Wealth Advisors (North Carolina)’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.3M | Buy |
12,374
+131
| +1% | +$35K | 0.23% | 66 |
|
|
2025
Q1 | $3.46M | Buy |
12,243
+113
| +0.9% | +$32K | 0.28% | 57 |
|
|
2024
Q4 | $2.91M | Buy |
12,130
+1,369
| +13% | +$328K | 0.23% | 63 |
|
|
2024
Q3 | $2.73M | Sell |
10,761
-293
| -3% | -$74.4K | 0.29% | 48 |
|
|
2024
Q2 | $2.3M | Buy |
11,054
+24
| +0.2% | +$4.99K | 0.27% | 52 |
|
|
2024
Q1 | $2.28M | Buy |
11,030
+17
| +0.2% | +$3.52K | 0.28% | 52 |
|
|
2023
Q4 | $1.75M | Buy |
11,013
+559
| +5% | +$89K | 0.27% | 57 |
|
|
2023
Q3 | $1.46M | Buy |
10,454
+1,322
| +14% | +$184K | 0.25% | 62 |
|
|
2023
Q2 | $1.21M | Buy |
9,132
+1,322
| +17% | +$175K | 0.21% | 66 |
|
|
2023
Q1 | $1.12M | Buy |
+7,810
| New | +$1.12M | 0.2% | 67 |
|