OneDigital Investment 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 | $4.65M | Sell |
17,437
-335
| -2% | -$89.4K | 0.05% | 251 |
|
|
2025
Q1 | $5.03M | Sell |
17,772
-1,697
| -9% | -$480K | 0.06% | 231 |
|
|
2024
Q4 | $4.67M | Buy |
19,469
+2,733
| +16% | +$655K | 0.05% | 253 |
|
|
2024
Q3 | $4.25M | Sell |
16,736
-3,380
| -17% | -$858K | 0.05% | 273 |
|
|
2024
Q2 | $4.18M | Buy |
20,116
+11,516
| +134% | +$2.39M | 0.05% | 264 |
|
|
2024
Q1 | $1.78M | Buy |
8,600
+231
| +3% | +$47.8K | 0.03% | 367 |
|
|
2023
Q4 | $1.33M | Sell |
8,369
-260
| -3% | -$41.4K | 0.02% | 396 |
|
|
2023
Q3 | $1.2M | Buy |
8,629
+158
| +2% | +$22K | 0.03% | 382 |
|
|
2023
Q2 | $1.12M | Buy |
8,471
+3,055
| +56% | +$404K | 0.02% | 388 |
|
|
2023
Q1 | $775K | Buy |
5,416
+2,478
| +84% | +$354K | 0.02% | 462 |
|
|
2022
Q4 | $381K | Sell |
2,938
-159
| -5% | -$20.6K | 0.01% | 591 |
|
|
2022
Q3 | $360K | Sell |
3,097
-2,696
| -47% | -$313K | 0.01% | 547 |
|
|
2022
Q2 | $674K | Buy |
5,793
+228
| +4% | +$26.5K | 0.03% | 346 |
|
|
2022
Q1 | $634K | Buy |
5,565
+223
| +4% | +$25.4K | 0.02% | 373 |
|
|
2021
Q4 | $548K | Buy |
5,342
+668
| +14% | +$68.5K | 0.02% | 409 |
|
|
2021
Q3 | $423K | Sell |
4,674
-410
| -8% | -$37.1K | 0.02% | 467 |
|
|
2021
Q2 | $499K | Buy |
5,084
+1,433
| +39% | +$141K | 0.02% | 407 |
|
|
2021
Q1 | $349K | Buy |
3,651
+532
| +17% | +$50.9K | 0.02% | 465 |
|
|
2020
Q4 | $308K | Buy |
3,119
+396
| +15% | +$39.1K | 0.02% | 474 |
|
|
2020
Q3 | $258K | Buy |
+2,723
| New | +$258K | 0.02% | 467 |
|