Nvest Financial’s Progressive PGR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.28M Buy
8,542
+127
+2% +$33.9K 1.19% 28
2025
Q1
$2.38M Sell
8,415
-422
-5% -$119K 1.28% 29
2024
Q4
$2.12M Sell
8,837
-265
-3% -$63.5K 1.08% 28
2024
Q3
$2.31M Sell
9,102
-108
-1% -$27.4K 1.32% 24
2024
Q2
$1.91M Sell
9,210
-702
-7% -$146K 1.18% 30
2024
Q1
$2.05M Sell
9,912
-502
-5% -$104K 1.37% 25
2023
Q4
$1.66M Sell
10,414
-636
-6% -$101K 1.3% 26
2023
Q3
$1.54M Buy
11,050
+120
+1% +$16.7K 1.44% 22
2023
Q2
$1.45M Sell
10,930
-142
-1% -$18.8K 1.27% 25
2023
Q1
$1.58M Buy
11,072
+428
+4% +$61.2K 1.65% 19
2022
Q4
$1.38M Buy
10,644
+290
+3% +$37.6K 1.73% 19
2022
Q3
$1.2M Buy
10,354
+483
+5% +$56.1K 1.7% 21
2022
Q2
$1.15M Buy
9,871
+377
+4% +$43.8K 1.2% 31
2022
Q1
$1.08M Buy
+9,494
New +$1.08M 0.89% 35