Kestra Private Wealth Services’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.15M | Buy |
23,031
+7,073
| +44% | +$1.89M | 0.09% | 247 |
|
|
2025
Q1 | $4.52M | Buy |
15,958
+353
| +2% | +$99.9K | 0.08% | 266 |
|
|
2024
Q4 | $3.74M | Buy |
15,605
+5,171
| +50% | +$1.24M | 0.06% | 299 |
|
|
2024
Q3 | $2.65M | Sell |
10,434
-912
| -8% | -$231K | 0.05% | 354 |
|
|
2024
Q2 | $2.36M | Buy |
11,346
+4,076
| +56% | +$847K | 0.05% | 355 |
|
|
2024
Q1 | $1.5M | Sell |
7,270
-385
| -5% | -$79.6K | 0.03% | 450 |
|
|
2023
Q4 | $1.22M | Buy |
7,655
+385
| +5% | +$61.3K | 0.03% | 471 |
|
|
2023
Q3 | $1.01M | Buy |
7,270
+1,016
| +16% | +$142K | 0.03% | 463 |
|
|
2023
Q2 | $828K | Buy |
6,254
+414
| +7% | +$54.8K | 0.03% | 488 |
|
|
2023
Q1 | $835K | Buy |
5,840
+839
| +17% | +$120K | 0.03% | 460 |
|
|
2022
Q4 | $649K | Sell |
5,001
-428
| -8% | -$55.5K | 0.03% | 460 |
|
|
2022
Q3 | $631K | Buy |
5,429
+1,248
| +30% | +$145K | 0.04% | 434 |
|
|
2022
Q2 | $486K | Sell |
4,181
-1,056
| -20% | -$123K | 0.03% | 515 |
|
|
2022
Q1 | $597K | Sell |
5,237
-372
| -7% | -$42.4K | 0.03% | 516 |
|
|
2021
Q4 | $576K | Buy |
+5,609
| New | +$576K | 0.03% | 544 |
|
|
2021
Q3 | – | Sell |
-2,106
| Closed | -$207K | – | 957 |
|
|
2021
Q2 | $207K | Sell |
2,106
-121
| -5% | -$11.9K | 0.01% | 802 |
|
|
2021
Q1 | $213K | Buy |
+2,227
| New | +$213K | 0.01% | 717 |
|