Independent Advisor Alliance’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $8.34M | Buy |
31,254
+440
| +1% | +$117K | 0.24% | 71 |
|
2025
Q1 | $8.72M | Buy |
30,814
+3,064
| +11% | +$867K | 0.29% | 60 |
|
2024
Q4 | $6.65M | Buy |
27,750
+1,699
| +7% | +$407K | 0.09% | 219 |
|
2024
Q3 | $6.61M | Buy |
26,051
+1,252
| +5% | +$318K | 0.24% | 81 |
|
2024
Q2 | $5.15M | Buy |
24,799
+20,545
| +483% | +$4.27M | 0.18% | 100 |
|
2024
Q1 | $880K | Buy |
4,254
+816
| +24% | +$169K | 0.03% | 344 |
|
2023
Q4 | $548K | Buy |
3,438
+64
| +2% | +$10.2K | 0.02% | 425 |
|
2023
Q3 | $470K | Sell |
3,374
-105
| -3% | -$14.6K | 0.02% | 421 |
|
2023
Q2 | $461K | Sell |
3,479
-241
| -6% | -$31.9K | 0.02% | 444 |
|
2023
Q1 | $532K | Buy |
+3,720
| New | +$532K | 0.03% | 409 |
|
2022
Q4 | – | Sell |
-3,577
| Closed | -$416K | – | 577 |
|
2022
Q3 | $416K | Sell |
3,577
-24
| -0.7% | -$2.79K | 0.02% | 415 |
|
2022
Q2 | $419K | Sell |
3,601
-135
| -4% | -$15.7K | 0.02% | 417 |
|
2022
Q1 | $426K | Buy |
3,736
+274
| +8% | +$31.2K | 0.02% | 432 |
|
2021
Q4 | $355K | Sell |
3,462
-492
| -12% | -$50.5K | 0.02% | 481 |
|
2021
Q3 | $357K | Buy |
3,954
+430
| +12% | +$38.8K | 0.02% | 446 |
|
2021
Q2 | $346K | Buy |
+3,524
| New | +$346K | 0.02% | 474 |
|