NewEdge Wealth’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.2M | Sell |
45,459
-486
| -1% | -$119K | 0.17% | 109 |
|
|
2025
Q1 | $13M | Buy |
45,945
+63
| +0.1% | +$17.8K | 0.24% | 93 |
|
|
2024
Q4 | $11M | Buy |
45,882
+359
| +0.8% | +$86K | 0.19% | 109 |
|
|
2024
Q3 | $11.6M | Buy |
45,523
+23,551
| +107% | +$5.98M | 0.21% | 105 |
|
|
2024
Q2 | $4.56M | Sell |
21,972
-275
| -1% | -$57.1K | 0.1% | 173 |
|
|
2024
Q1 | $4.65M | Buy |
22,247
+7,116
| +47% | +$1.49M | 0.1% | 174 |
|
|
2023
Q4 | $2.41M | Buy |
15,131
+937
| +7% | +$149K | 0.06% | 267 |
|
|
2023
Q3 | $1.98M | Buy |
14,194
+99
| +0.7% | +$13.8K | 0.06% | 259 |
|
|
2023
Q2 | $1.87M | Sell |
14,095
-7,753
| -35% | -$1.03M | 0.06% | 263 |
|
|
2023
Q1 | $3.13M | Buy |
21,848
+1,220
| +6% | +$175K | 0.12% | 161 |
|
|
2022
Q4 | $2.68M | Buy |
20,628
+564
| +3% | +$73.2K | 0.12% | 167 |
|
|
2022
Q3 | $2.33M | Sell |
20,064
-1,938
| -9% | -$225K | 0.11% | 168 |
|
|
2022
Q2 | $2.56M | Buy |
+22,002
| New | +$2.56M | 0.12% | 162 |
|