Lake Street Private 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 | $259K | Sell |
969
-41
| -4% | -$10.9K | 0.04% | 224 |
|
|
2025
Q1 | $286K | Sell |
1,010
-18
| -2% | -$5.1K | 0.05% | 203 |
|
|
2024
Q4 | $246K | Hold |
1,028
| – | – | 0.04% | 213 |
|
|
2024
Q3 | $261K | Sell |
1,028
-154
| -13% | -$39.1K | 0.04% | 217 |
|
|
2024
Q2 | $246K | Sell |
1,182
-202
| -15% | -$42K | 0.03% | 284 |
|
|
2024
Q1 | $286K | Sell |
1,384
-39
| -3% | -$8.07K | 0.04% | 265 |
|
|
2023
Q4 | $227K | Sell |
1,423
-122
| -8% | -$19.4K | 0.04% | 280 |
|
|
2023
Q3 | $217K | Sell |
1,545
-173
| -10% | -$24.3K | 0.04% | 254 |
|
|
2023
Q2 | $227K | Buy |
1,718
+9
| +0.5% | +$1.19K | 0.04% | 257 |
|
|
2023
Q1 | $244K | Sell |
1,709
-132
| -7% | -$18.9K | 0.05% | 248 |
|
|
2022
Q4 | $239K | Buy |
1,841
+32
| +2% | +$4.15K | 0.05% | 240 |
|
|
2022
Q3 | $210K | Buy |
+1,809
| New | +$210K | 0.05% | 255 |
|