PDS Planning’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $824K | Sell |
3,088
-95
| -3% | -$25.4K | 0.06% | 155 |
|
|
2025
Q1 | $901K | Buy |
3,183
+180
| +6% | +$50.9K | 0.08% | 114 |
|
|
2024
Q4 | $720K | Buy |
3,003
+325
| +12% | +$77.9K | 0.06% | 132 |
|
|
2024
Q3 | $680K | Sell |
2,678
-10
| -0.4% | -$2.54K | 0.06% | 143 |
|
|
2024
Q2 | $558K | Buy |
2,688
+50
| +2% | +$10.4K | 0.06% | 153 |
|
|
2024
Q1 | $546K | Buy |
2,638
+149
| +6% | +$30.8K | 0.06% | 150 |
|
|
2023
Q4 | $396K | Buy |
2,489
+80
| +3% | +$12.7K | 0.05% | 181 |
|
|
2023
Q3 | $336K | Buy |
2,409
+152
| +7% | +$21.2K | 0.04% | 196 |
|
|
2023
Q2 | $299K | Buy |
2,257
+75
| +3% | +$9.93K | 0.04% | 217 |
|
|
2023
Q1 | $312K | Buy |
+2,182
| New | +$312K | 0.04% | 190 |
|