Legacy Capital Wealth Partners’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $610K | Buy |
2,285
+91
| +4% | +$24.3K | 0.14% | 157 |
|
|
2025
Q1 | $621K | Buy |
2,194
+202
| +10% | +$57.2K | 0.15% | 144 |
|
|
2024
Q4 | $477K | Buy |
1,992
+507
| +34% | +$121K | 0.12% | 190 |
|
|
2024
Q3 | $377K | Sell |
1,485
-526
| -26% | -$133K | 0.08% | 244 |
|
|
2024
Q2 | $418K | Buy |
+2,011
| New | +$418K | 0.11% | 184 |
|
|
2024
Q1 | – | Sell |
-1,670
| Closed | -$266K | – | 275 |
|
|
2023
Q4 | $266K | Sell |
1,670
-39
| -2% | -$6.21K | 0.08% | 236 |
|
|
2023
Q3 | $238K | Buy |
+1,709
| New | +$238K | 0.07% | 243 |
|
|
2023
Q2 | – | Sell |
-1,484
| Closed | -$212K | – | 177 |
|
|
2023
Q1 | $212K | Buy |
+1,484
| New | +$212K | 0.06% | 234 |
|