J.W. Cole 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 | $2.83M | Buy |
10,610
+7,260
| +217% | +$1.94M | 0.06% | 304 |
|
|
2025
Q1 | $948K | Buy |
3,350
+2,297
| +218% | +$650K | 0.03% | 559 |
|
|
2024
Q4 | $252K | Sell |
1,053
-71
| -6% | -$17K | 0.01% | 835 |
|
|
2024
Q3 | $285K | Buy |
1,124
+16
| +1% | +$4.06K | 0.01% | 791 |
|
|
2024
Q2 | $230K | Buy |
+1,108
| New | +$230K | 0.01% | 794 |
|
|
2022
Q1 | – | Sell |
-2,951
| Closed | -$303K | – | 852 |
|
|
2021
Q4 | $303K | Buy |
2,951
+29
| +1% | +$2.98K | 0.02% | 649 |
|
|
2021
Q3 | $264K | Sell |
2,922
-77
| -3% | -$6.96K | 0.02% | 382 |
|
|
2021
Q2 | $295K | Buy |
+2,999
| New | +$295K | 0.02% | 586 |
|
|
2020
Q4 | – | Sell |
-2,314
| Closed | -$219K | – | 816 |
|
|
2020
Q3 | $219K | Buy |
+2,314
| New | +$219K | 0.02% | 646 |
|