Kapstone Financial 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 | $544K | Buy |
2,038
+488
| +31% | +$130K | 0.27% | 54 |
|
|
2025
Q1 | $439K | Hold |
1,550
| – | – | 0.25% | 64 |
|
|
2024
Q4 | $382K | Buy |
1,550
+80
| +5% | +$19.7K | 0.2% | 68 |
|
|
2024
Q3 | $369K | Hold |
1,470
| – | – | 0.22% | 68 |
|
|
2024
Q2 | $305K | Hold |
1,470
| – | – | 0.2% | 77 |
|
|
2024
Q1 | $304K | Hold |
1,470
| – | – | 0.21% | 83 |
|
|
2023
Q4 | $262K | Hold |
1,470
| – | – | 0.21% | 87 |
|
|
2023
Q3 | $205K | Buy |
+1,470
| New | +$205K | 0.18% | 87 |
|
|
2023
Q2 | – | Sell |
-1,470
| Closed | -$203K | – | 103 |
|
|
2023
Q1 | $203K | Buy |
+1,470
| New | +$203K | 0.18% | 88 |
|