HB Wealth 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 | $7.51M | Sell |
28,152
-3,662
| -12% | -$977K | 0.06% | 168 |
|
|
2025
Q1 | $9M | Buy |
31,814
+8,236
| +35% | +$2.33M | 0.08% | 140 |
|
|
2024
Q4 | $5.65M | Buy |
23,578
+3,281
| +16% | +$786K | 0.06% | 150 |
|
|
2024
Q3 | $5.15M | Buy |
20,297
+2,802
| +16% | +$711K | 0.06% | 153 |
|
|
2024
Q2 | $3.63M | Buy |
17,495
+7,232
| +70% | +$1.5M | 0.04% | 183 |
|
|
2024
Q1 | $2.12M | Buy |
10,263
+653
| +7% | +$135K | 0.03% | 233 |
|
|
2023
Q4 | $1.53M | Sell |
9,610
-311
| -3% | -$49.5K | 0.02% | 262 |
|
|
2023
Q3 | $1.38M | Buy |
9,921
+1,078
| +12% | +$150K | 0.02% | 261 |
|
|
2023
Q2 | $1.17M | Buy |
8,843
+382
| +5% | +$50.6K | 0.02% | 272 |
|
|
2023
Q1 | $1.21M | Buy |
8,461
+590
| +7% | +$84.4K | 0.02% | 260 |
|
|
2022
Q4 | $1.02M | Buy |
7,871
+1,804
| +30% | +$234K | 0.02% | 280 |
|
|
2022
Q3 | $705K | Buy |
6,067
+441
| +8% | +$51.2K | 0.02% | 300 |
|
|
2022
Q2 | $654K | Buy |
5,626
+646
| +13% | +$75.1K | 0.01% | 305 |
|
|
2022
Q1 | $568K | Buy |
4,980
+932
| +23% | +$106K | 0.01% | 330 |
|
|
2021
Q4 | $416K | Buy |
+4,048
| New | +$416K | 0.01% | 332 |
|