Kingsview Wealth Management’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $584K | Sell |
2,190
-7
| -0.3% | -$1.87K | 0.01% | 719 |
|
|
2025
Q1 | $622K | Buy |
2,197
+52
| +2% | +$14.7K | 0.01% | 660 |
|
|
2024
Q4 | $514K | Buy |
2,145
+144
| +7% | +$34.5K | 0.01% | 726 |
|
|
2024
Q3 | $508K | Buy |
2,001
+335
| +20% | +$85K | 0.01% | 717 |
|
|
2024
Q2 | $346K | Buy |
1,666
+291
| +21% | +$60.5K | 0.01% | 796 |
|
|
2024
Q1 | $284K | Sell |
1,375
-112
| -8% | -$23.2K | 0.01% | 837 |
|
|
2023
Q4 | $237K | Sell |
1,487
-73
| -5% | -$11.6K | 0.01% | 840 |
|
|
2023
Q3 | $217K | Buy |
+1,560
| New | +$217K | 0.01% | 854 |
|
|
2023
Q2 | – | Sell |
-1,599
| Closed | -$229K | – | 961 |
|
|
2023
Q1 | $229K | Sell |
1,599
-8
| -0.5% | -$1.14K | 0.01% | 798 |
|
|
2022
Q4 | $208K | Sell |
1,607
-4,395
| -73% | -$570K | 0.01% | 779 |
|
|
2022
Q3 | $697K | Buy |
+6,002
| New | +$697K | 0.03% | 421 |
|
|
2022
Q2 | – | Sell |
-10,926
| Closed | -$1.25M | – | 895 |
|
|
2022
Q1 | $1.25M | Buy |
+10,926
| New | +$1.25M | 0.05% | 326 |
|
|
2021
Q2 | – | Sell |
-4,088
| Closed | -$391K | – | 912 |
|
|
2021
Q1 | $391K | Buy |
+4,088
| New | +$391K | 0.02% | 573 |
|
|
2019
Q4 | – | Sell |
-3,484
| Closed | -$269K | – | 478 |
|
|
2019
Q3 | $269K | Buy |
+3,484
| New | +$269K | 0.04% | 355 |
|