Moran Wealth Management’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.9M | Buy |
157,136
+13,231
| +9% | +$3.53M | 1.29% | 9 |
|
|
2025
Q1 | $40.7M | Buy |
143,905
+67,455
| +88% | +$19.1M | 1.37% | 6 |
|
|
2024
Q4 | $18.3M | Sell |
76,450
-242
| -0.3% | -$58K | 0.58% | 48 |
|
|
2024
Q3 | $19.5M | Buy |
76,692
+53,129
| +225% | +$13.5M | 0.6% | 51 |
|
|
2024
Q2 | $4.89M | Sell |
23,563
-245
| -1% | -$50.9K | 0.16% | 172 |
|
|
2024
Q1 | $4.92M | Sell |
23,808
-3,527
| -13% | -$729K | 0.16% | 174 |
|
|
2023
Q4 | $4.35M | Sell |
27,335
-3,120
| -10% | -$497K | 0.15% | 186 |
|
|
2023
Q3 | $4.24M | Sell |
30,455
-80,489
| -73% | -$11.2M | 0.16% | 167 |
|
|
2023
Q2 | $14.7M | Sell |
110,944
-9,227
| -8% | -$1.22M | 0.55% | 69 |
|
|
2023
Q1 | $17.2M | Buy |
120,171
+5,031
| +4% | +$720K | 0.65% | 55 |
|
|
2022
Q4 | $14.9M | Buy |
+115,140
| New | +$14.9M | 0.57% | 55 |
|