Moneta Group Investment 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 | $2.71M | Buy |
10,173
+97
| +1% | +$25.9K | 0.03% | 195 |
|
|
2025
Q1 | $2.85M | Buy |
10,076
+345
| +4% | +$97.6K | 0.04% | 170 |
|
|
2024
Q4 | $2.33M | Buy |
9,731
+1,301
| +15% | +$312K | 0.03% | 189 |
|
|
2024
Q3 | $2.14M | Sell |
8,430
-732
| -8% | -$186K | 0.03% | 191 |
|
|
2024
Q2 | $1.9M | Buy |
9,162
+670
| +8% | +$139K | 0.03% | 191 |
|
|
2024
Q1 | $1.76M | Buy |
8,492
+587
| +7% | +$121K | 0.03% | 197 |
|
|
2023
Q4 | $1.26M | Buy |
7,905
+75
| +1% | +$11.9K | 0.02% | 210 |
|
|
2023
Q3 | $1.09M | Buy |
7,830
+2,531
| +48% | +$353K | 0.02% | 210 |
|
|
2023
Q2 | $701K | Sell |
5,299
-1,354
| -20% | -$179K | 0.02% | 270 |
|
|
2023
Q1 | $952K | Buy |
+6,653
| New | +$952K | 0.02% | 220 |
|
|
2022
Q1 | – | Sell |
-6,430
| Closed | -$660K | – | 480 |
|
|
2021
Q4 | $660K | Buy |
+6,430
| New | +$660K | 0.03% | 257 |
|
|
2018
Q1 | – | Sell |
-9
| Closed | -$1K | – | 686 |
|
|
2017
Q4 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 422 |
|