Perennial 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
Q1 | – | Sell |
-919
| Closed | -$220K | – | 444 |
|
|
2024
Q4 | $220K | Buy |
919
+59
| +7% | +$14.1K | 0.03% | 365 |
|
|
2024
Q3 | $218K | Buy |
+860
| New | +$218K | 0.03% | 347 |
|
|
2021
Q2 | – | Sell |
-2,224
| Closed | -$213K | – | 228 |
|
|
2021
Q1 | $213K | Buy |
2,224
+147
| +7% | +$14.1K | 0.08% | 178 |
|
|
2020
Q4 | $205K | Buy |
+2,077
| New | +$205K | 0.09% | 161 |
|