Phillips Financial 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 | $372K | Buy |
1,395
+87
| +7% | +$23.2K | 0.03% | 151 |
|
|
2025
Q1 | $370K | Buy |
1,308
+59
| +5% | +$16.7K | 0.03% | 144 |
|
|
2024
Q4 | $299K | Buy |
1,249
+54
| +5% | +$12.9K | 0.02% | 148 |
|
|
2024
Q3 | $303K | Buy |
1,195
+8
| +0.7% | +$2.03K | 0.02% | 154 |
|
|
2024
Q2 | $247K | Buy |
1,187
+49
| +4% | +$10.2K | 0.02% | 162 |
|
|
2024
Q1 | $235K | Buy |
+1,138
| New | +$235K | 0.02% | 164 |
|