LRWM
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Lord & Richards Wealth Management’s Progressive PGR Stock Holding History

Lord & Richards Wealth Management’s Portfolio PGR Stock Details PGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.27M Buy
4,759
+330
+7% +$88.1K 1.33% 25
2025
Q1 		$1.25M Buy
4,429
+2,294
+107% +$649K 1.42% 19
2024
Q4 		$512K Buy
+2,135
New +$512K 1.08% 35