Kingswood Wealth 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 | $457K | Sell |
1,712
-364
| -18% | -$97.1K | 0.04% | 440 |
|
|
2025
Q1 | $587K | Sell |
2,076
-130
| -6% | -$36.8K | 0.05% | 354 |
|
|
2024
Q4 | $529K | Sell |
2,206
-4,560
| -67% | -$1.09M | 0.04% | 420 |
|
|
2024
Q3 | $1.72M | Buy |
6,766
+1,027
| +18% | +$261K | 0.12% | 188 |
|
|
2024
Q2 | $1.19M | Buy |
5,739
+303
| +6% | +$62.9K | 0.11% | 200 |
|
|
2024
Q1 | $1.12M | Buy |
5,436
+159
| +3% | +$32.9K | 0.13% | 183 |
|
|
2023
Q4 | $841K | Buy |
5,277
+838
| +19% | +$133K | 0.1% | 230 |
|
|
2023
Q3 | $618K | Buy |
+4,439
| New | +$618K | 0.11% | 205 |
|