Heritage Wealth Advisors’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $49M | Sell |
183,438
-795
| -0.4% | -$212K | 2.32% | 14 |
|
|
2025
Q1 | $52.1M | Sell |
184,233
-1,765
| -0.9% | -$500K | 2.64% | 14 |
|
|
2024
Q4 | $44.6M | Sell |
185,998
-11,283
| -6% | -$2.7M | 2.21% | 19 |
|
|
2024
Q3 | $50.1M | Sell |
197,281
-759
| -0.4% | -$193K | 2.35% | 17 |
|
|
2024
Q2 | $41.1M | Buy |
198,040
+1,644
| +0.8% | +$341K | 1.86% | 22 |
|
|
2024
Q1 | $40.6M | Sell |
196,396
-10,398
| -5% | -$2.15M | 1.85% | 23 |
|
|
2023
Q4 | $32.9M | Sell |
206,794
-23,964
| -10% | -$3.82M | 1.64% | 23 |
|
|
2023
Q3 | $32.1M | Buy |
230,758
+6,370
| +3% | +$887K | 1.75% | 21 |
|
|
2023
Q2 | $29.7M | Buy |
224,388
+3,470
| +2% | +$459K | 1.57% | 22 |
|
|
2023
Q1 | $31.6M | Buy |
220,918
+9,044
| +4% | +$1.29M | 1.76% | 21 |
|
|
2022
Q4 | $27.5M | Buy |
211,874
+7,550
| +4% | +$979K | 1.59% | 20 |
|
|
2022
Q3 | $23.7M | Buy |
204,324
+9,067
| +5% | +$1.05M | 1.72% | 20 |
|
|
2022
Q2 | $22.7M | Buy |
195,257
+11,552
| +6% | +$1.34M | 1.58% | 23 |
|
|
2022
Q1 | $20.9M | Buy |
183,705
+15,496
| +9% | +$1.77M | 1.16% | 22 |
|
|
2021
Q4 | $17.3M | Buy |
168,209
+15,218
| +10% | +$1.56M | 0.95% | 25 |
|
|
2021
Q3 | $13.8M | Buy |
152,991
+9,238
| +6% | +$835K | 0.85% | 29 |
|
|
2021
Q2 | $14.1M | Buy |
143,753
+18,336
| +15% | +$1.8M | 0.87% | 29 |
|
|
2021
Q1 | $12M | Buy |
125,417
+30,381
| +32% | +$2.9M | 0.72% | 31 |
|
|
2020
Q4 | $9.4M | Buy |
95,036
+461
| +0.5% | +$45.6K | 0.59% | 31 |
|
|
2020
Q3 | $8.95M | Sell |
94,575
-4,428
| -4% | -$419K | 1.16% | 25 |
|
|
2020
Q2 | $7.93M | Buy |
99,003
+33,917
| +52% | +$2.72M | 1.11% | 27 |
|
|
2020
Q1 | $4.81M | Buy |
65,086
+27,910
| +75% | +$2.06M | 0.86% | 25 |
|
|
2019
Q4 | $2.69M | Buy |
37,176
+8,668
| +30% | +$627K | 0.36% | 34 |
|
|
2019
Q3 | $2.2M | Buy |
28,508
+27,200
| +2,080% | +$2.1M | 0.32% | 35 |
|
|
2019
Q2 | $105K | Buy |
+1,308
| New | +$105K | 0.02% | 188 |
|