Phoenix Financial’s Progressive PGR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$11.5M Sell
43,042
-1,831
-4% -$489K 0.15% 77
2025
Q1
$12.7M Sell
44,873
-10,182
-18% -$2.88M 0.19% 80
2024
Q4
$13.2M Sell
55,055
-12,015
-18% -$2.88M 0.18% 80
2024
Q3
$17M Buy
67,070
+15,551
+30% +$3.95M 0.25% 67
2024
Q2
$10.7M Buy
51,519
+17,752
+53% +$3.69M 0.16% 79
2024
Q1
$6.99M Sell
33,767
-5,491
-14% -$1.14M 0.1% 105
2023
Q4
$7.04M Buy
39,258
+20,574
+110% +$3.69M 0.12% 89
2023
Q3
$2.6M Buy
18,684
+5,430
+41% +$756K 0.05% 155
2023
Q2
$1.75M Buy
+13,254
New +$1.75M 0.04% 171