Marcum Wealth’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $15.3M | Buy |
53,920
+6,430
| +14% | +$1.82M | 1.32% | 15 |
|
|
2024
Q4 | $11.4M | Sell |
47,490
-38
| -0.1% | -$9.11K | 0.99% | 18 |
|
|
2024
Q3 | $12.1M | Sell |
47,528
-26
| -0.1% | -$6.6K | 1.12% | 16 |
|
|
2024
Q2 | $9.88M | Buy |
47,554
+240
| +0.5% | +$49.9K | 0.99% | 17 |
|
|
2024
Q1 | $9.79M | Sell |
47,314
-194
| -0.4% | -$40.1K | 0.99% | 16 |
|
|
2023
Q4 | $7.57M | Sell |
47,508
-242
| -0.5% | -$38.5K | 0.81% | 16 |
|
|
2023
Q3 | $6.65M | Sell |
47,750
-43
| -0.1% | -$5.99K | 0.8% | 16 |
|
|
2023
Q2 | $6.33M | Buy |
47,793
+38
| +0.1% | +$5.03K | 0.74% | 17 |
|
|
2023
Q1 | $6.83M | Sell |
47,755
-1,700
| -3% | -$243K | 0.85% | 16 |
|
|
2022
Q4 | $6.41M | Buy |
49,455
+2,486
| +5% | +$322K | 0.85% | 15 |
|
|
2022
Q3 | $5.46M | Buy |
46,969
+60
| +0.1% | +$6.97K | 0.83% | 15 |
|
|
2022
Q2 | $5.45M | Sell |
46,909
-14
| -0% | -$1.63K | 0.82% | 15 |
|
|
2022
Q1 | $5.35M | Buy |
46,923
+66
| +0.1% | +$7.52K | 0.74% | 17 |
|
|
2021
Q4 | $4.81M | Buy |
46,857
+545
| +1% | +$55.9K | 0.67% | 20 |
|
|
2021
Q3 | $4.19M | Buy |
46,312
+430
| +0.9% | +$38.9K | 0.66% | 19 |
|
|
2021
Q2 | $4.51M | Buy |
45,882
+5
| +0% | +$491 | 0.73% | 18 |
|
|
2021
Q1 | $4.39M | Buy |
45,877
+36,839
| +408% | +$3.52M | 0.72% | 18 |
|
|
2020
Q4 | $894K | Buy |
9,038
+6
| +0.1% | +$593 | 0.21% | 42 |
|
|
2020
Q3 | $855K | Sell |
9,032
-34
| -0.4% | -$3.22K | 0.26% | 38 |
|
|
2020
Q2 | $726K | Buy |
9,066
+38
| +0.4% | +$3.04K | 0.22% | 44 |
|
|
2020
Q1 | $667K | Sell |
9,028
-12
| -0.1% | -$887 | 0.26% | 32 |
|
|
2019
Q4 | $654K | Buy |
+9,040
| New | +$654K | 0.25% | 39 |
|