LVW 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 | $283K | Buy |
1,062
+76
| +8% | +$20.3K | 0.03% | 270 |
|
|
2025
Q1 | $279K | Buy |
986
+36
| +4% | +$10.2K | 0.03% | 246 |
|
|
2024
Q4 | $228K | Sell |
950
-4
| -0.4% | -$958 | 0.03% | 282 |
|
|
2024
Q3 | $242K | Buy |
+954
| New | +$242K | 0.03% | 274 |
|
|
2023
Q2 | – | Sell |
-4,842
| Closed | -$693K | – | 224 |
|
|
2023
Q1 | $693K | Sell |
4,842
-1,694
| -26% | -$242K | 0.14% | 112 |
|
|
2022
Q4 | $848K | Sell |
6,536
-529
| -7% | -$68.6K | 0.17% | 93 |
|
|
2022
Q3 | $821K | Sell |
7,065
-276
| -4% | -$32.1K | 0.18% | 87 |
|
|
2022
Q2 | $854K | Sell |
7,341
-131
| -2% | -$15.2K | 0.17% | 84 |
|
|
2022
Q1 | $852K | Sell |
7,472
-245
| -3% | -$27.9K | 0.14% | 96 |
|
|
2021
Q4 | $792K | Buy |
7,717
+1,123
| +17% | +$115K | 0.13% | 112 |
|
|
2021
Q3 | $596K | Buy |
+6,594
| New | +$596K | 0.1% | 137 |
|
|
2020
Q1 | – | Sell |
-4,741
| Closed | -$343K | – | 187 |
|
|
2019
Q4 | $343K | Buy |
+4,741
| New | +$343K | 0.08% | 133 |
|