LWM
Lakeridge Wealth Management’s Progressive PGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $760K | Sell |
2,849
-54
| -2% | -$14.4K | 0.35% | 47 |
|
|
2025
Q1 | $822K | Buy |
2,903
+69
| +2% | +$19.5K | 0.41% | 44 |
|
|
2024
Q4 | $679K | Buy |
2,834
+104
| +4% | +$24.9K | 0.35% | 53 |
|
|
2024
Q3 | $693K | Sell |
2,730
-68
| -2% | -$17.3K | 0.38% | 48 |
|
|
2024
Q2 | $581K | Buy |
2,798
+834
| +42% | +$173K | 0.35% | 58 |
|
|
2024
Q1 | $406K | Buy |
1,964
+13
| +0.7% | +$2.69K | 0.26% | 74 |
|
|
2023
Q4 | $311K | Buy |
+1,951
| New | +$311K | 0.22% | 88 |
|