Orgel Wealth Management’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $626K | Sell |
2,344
-111
| -5% | -$29.6K | 0.02% | 58 |
|
|
2025
Q1 | $695K | Hold |
2,455
| – | – | 0.02% | 53 |
|
|
2024
Q4 | $588K | Hold |
2,455
| – | – | 0.02% | 56 |
|
|
2024
Q3 | $623K | Hold |
2,455
| – | – | 0.02% | 55 |
|
|
2024
Q2 | $510K | Hold |
2,455
| – | – | 0.01% | 55 |
|
|
2024
Q1 | $508K | Sell |
2,455
-36
| -1% | -$7.45K | 0.01% | 53 |
|
|
2023
Q4 | $397K | Buy |
2,491
+36
| +1% | +$5.73K | 0.01% | 61 |
|
|
2023
Q3 | $342K | Hold |
2,455
| – | – | 0.01% | 62 |
|
|
2023
Q2 | $325K | Hold |
2,455
| – | – | 0.01% | 62 |
|
|
2023
Q1 | $351K | Hold |
2,455
| – | – | 0.01% | 56 |
|
|
2022
Q4 | $318K | Hold |
2,455
| – | – | 0.01% | 61 |
|
|
2022
Q3 | $285K | Hold |
2,455
| – | – | 0.01% | 57 |
|
|
2022
Q2 | $285K | Hold |
2,455
| – | – | 0.02% | 54 |
|
|
2022
Q1 | $280K | Sell |
2,455
-59
| -2% | -$6.73K | 0.02% | 52 |
|
|
2021
Q4 | $258K | Hold |
2,514
| – | – | 0.02% | 52 |
|
|
2021
Q3 | $227K | Buy |
2,514
+1,314
| +110% | +$119K | 0.03% | 54 |
|
|
2021
Q2 | $247K | Sell |
1,200
-1,417
| -54% | -$292K | 0.03% | 50 |
|
|
2021
Q1 | $250K | Buy |
2,617
+59
| +2% | +$5.64K | 0.04% | 48 |
|
|
2020
Q4 | $253K | Hold |
2,558
| – | – | 0.05% | 45 |
|
|
2020
Q3 | $242K | Hold |
2,558
| – | – | 0.07% | 43 |
|
|
2020
Q2 | $205K | Buy |
+2,558
| New | +$205K | 0.08% | 50 |
|
|
2019
Q3 | – | Sell |
-2,558
| Closed | -$204K | – | 48 |
|
|
2019
Q2 | $204K | Buy |
+2,558
| New | +$204K | 0.08% | 40 |
|