Omni 360 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 | $850K | Buy |
3,186
+11
| +0.3% | +$2.94K | 0.42% | 49 |
|
2025
Q1 | $899K | Buy |
3,175
+10
| +0.3% | +$2.83K | 0.53% | 44 |
|
2024
Q4 | $758K | Sell |
3,165
-745
| -19% | -$179K | 0.48% | 55 |
|
2024
Q3 | $992K | Buy |
3,910
+850
| +28% | +$216K | 0.65% | 42 |
|
2024
Q2 | $636K | Buy |
3,060
+40
| +1% | +$8.31K | 0.47% | 54 |
|
2024
Q1 | $625K | Sell |
3,020
-272
| -8% | -$56.3K | 0.51% | 51 |
|
2023
Q4 | $524K | Buy |
+3,292
| New | +$524K | 0.49% | 53 |
|