Octavia Wealth 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 | $338K | Sell |
1,266
-1
| -0.1% | -$267 | 0.04% | 153 |
|
|
2025
Q1 | $359K | Sell |
1,267
-37
| -3% | -$10.5K | 0.04% | 150 |
|
|
2024
Q4 | $312K | Hold |
1,304
| – | – | 0.04% | 158 |
|
|
2024
Q3 | $331K | Sell |
1,304
-16
| -1% | -$4.06K | 0.04% | 157 |
|
|
2024
Q2 | $274K | Buy |
1,320
+5
| +0.4% | +$1.04K | 0.04% | 179 |
|
|
2024
Q1 | $272K | Sell |
1,315
-41
| -3% | -$8.48K | 0.04% | 179 |
|
|
2023
Q4 | $216K | Sell |
1,356
-104
| -7% | -$16.6K | 0.04% | 206 |
|
|
2023
Q3 | $203K | Buy |
+1,460
| New | +$203K | 0.04% | 189 |
|