Journey Strategic Wealth’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Buy |
3,901
+1,776
| +84% | +$474K | 0.03% | 161 |
|
|
2025
Q1 | $601K | Buy |
2,125
+26
| +1% | +$7.36K | 0.02% | 195 |
|
|
2024
Q4 | $503K | Sell |
2,099
-359
| -15% | -$86K | 0.02% | 215 |
|
|
2024
Q3 | $624K | Buy |
2,458
+274
| +13% | +$69.5K | 0.02% | 186 |
|
|
2024
Q2 | $454K | Buy |
2,184
+990
| +83% | +$206K | 0.02% | 181 |
|
|
2024
Q1 | $247K | Buy |
+1,194
| New | +$247K | 0.01% | 229 |
|