NewEdge 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 | $17.1M | Buy |
64,159
+2,287
| +4% | +$610K | 0.09% | 236 |
|
|
2025
Q1 | $17.5M | Buy |
61,872
+8,281
| +15% | +$2.34M | 0.1% | 198 |
|
|
2024
Q4 | $12.8M | Buy |
53,591
+2,204
| +4% | +$528K | 0.08% | 257 |
|
|
2024
Q3 | $13M | Buy |
51,387
+20,958
| +69% | +$5.32M | 0.08% | 239 |
|
|
2024
Q2 | $6.32M | Buy |
30,429
+5,199
| +21% | +$1.08M | 0.05% | 376 |
|
|
2024
Q1 | $5.22M | Buy |
25,230
+2,978
| +13% | +$616K | 0.05% | 380 |
|
|
2023
Q4 | $3.62M | Buy |
22,252
+5,015
| +29% | +$815K | 0.03% | 448 |
|
|
2023
Q3 | $2.4M | Sell |
17,237
-8,349
| -33% | -$1.16M | 0.03% | 547 |
|
|
2023
Q2 | $3.39M | Buy |
25,586
+1,220
| +5% | +$161K | 0.04% | 419 |
|
|
2023
Q1 | $3.49M | Buy |
24,366
+6,485
| +36% | +$928K | 0.04% | 381 |
|
|
2022
Q4 | $1.07M | Buy |
17,881
+3,227
| +22% | +$194K | 0.03% | 485 |
|
|
2022
Q3 | $1.7M | Buy |
14,654
+4,637
| +46% | +$539K | 0.03% | 473 |
|
|
2022
Q2 | $1.16M | Buy |
+10,017
| New | +$1.16M | 0.02% | 614 |
|
|
2022
Q1 | – | Sell |
-5,392
| Closed | -$554K | – | 1489 |
|
|
2021
Q4 | $554K | Buy |
5,392
+1,831
| +51% | +$188K | 0.01% | 1024 |
|
|
2021
Q3 | $322K | Sell |
3,561
-1,255
| -26% | -$113K | 0.01% | 876 |
|
|
2021
Q2 | $473K | Sell |
4,816
-339
| -7% | -$33.3K | 0.01% | 752 |
|
|
2021
Q1 | $493K | Sell |
5,155
-774
| -13% | -$74K | 0.01% | 663 |
|
|
2020
Q4 | $586K | Buy |
5,929
+257
| +5% | +$25.4K | 0.02% | 577 |
|
|
2020
Q3 | $537K | Buy |
+5,672
| New | +$537K | 0.02% | 553 |
|
|
2019
Q4 | – | Sell |
-6,174
| Closed | -$442K | – | 853 |
|
|
2019
Q3 | $442K | Buy |
6,174
+2,383
| +63% | +$171K | 0.02% | 534 |
|
|
2019
Q2 | $303K | Sell |
3,791
-16,204
| -81% | -$1.3M | 0.02% | 523 |
|
|
2019
Q1 | $1.44M | Buy |
19,995
+10,167
| +103% | +$733K | 0.09% | 223 |
|
|
2018
Q4 | $593 | Buy |
+9,828
| New | +$593 | 0.04% | 336 |
|
|
2017
Q3 | – | Sell |
-74
| Closed | -$3.33K | – | 902 |
|
|
2017
Q2 | $3.33K | Buy |
+74
| New | +$3.33K | ﹤0.01% | 1223 |
|
|
2016
Q4 | – | Sell |
-19,812
| Closed | -$624K | – | 279 |
|
|
2016
Q3 | $624K | Buy |
19,812
+6,848
| +53% | +$216K | 0.2% | 104 |
|
|
2016
Q2 | $435K | Buy |
+12,964
| New | +$435K | 0.18% | 107 |
|