Pinnacle Wealth Planning Services’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $988K | Sell |
3,704
-203
| -5% | -$54.2K | 0.13% | 96 |
|
|
2025
Q1 | $1.11M | Sell |
3,907
-35
| -0.9% | -$9.91K | 0.17% | 77 |
|
|
2024
Q4 | $945K | Sell |
3,942
-1,102
| -22% | -$264K | 0.14% | 87 |
|
|
2024
Q3 | $1.28M | Buy |
5,044
+120
| +2% | +$30.5K | 0.17% | 75 |
|
|
2024
Q2 | $1.02M | Sell |
4,924
-81
| -2% | -$16.8K | 0.15% | 90 |
|
|
2024
Q1 | $1.04M | Sell |
5,005
-33
| -0.7% | -$6.83K | 0.15% | 97 |
|
|
2023
Q4 | $802K | Buy |
5,038
+152
| +3% | +$24.2K | 0.13% | 110 |
|
|
2023
Q3 | $681K | Buy |
4,886
+57
| +1% | +$7.94K | 0.11% | 117 |
|
|
2023
Q2 | $639K | Buy |
4,829
+108
| +2% | +$14.3K | 0.1% | 130 |
|
|
2023
Q1 | $675K | Buy |
4,721
+394
| +9% | +$56.4K | 0.11% | 129 |
|
|
2022
Q4 | $561K | Buy |
4,327
+211
| +5% | +$27.4K | 0.1% | 145 |
|
|
2022
Q3 | $478K | Hold |
4,116
| – | – | 0.09% | 147 |
|
|
2022
Q2 | $479K | Buy |
4,116
+907
| +28% | +$106K | 0.09% | 164 |
|
|
2022
Q1 | $366K | Buy |
3,209
+134
| +4% | +$15.3K | 0.07% | 228 |
|
|
2021
Q4 | $316K | Buy |
3,075
+437
| +17% | +$44.9K | 0.06% | 251 |
|
|
2021
Q3 | $238K | Sell |
2,638
-319
| -11% | -$28.8K | 0.05% | 286 |
|
|
2021
Q2 | $290K | Buy |
+2,957
| New | +$290K | 0.07% | 232 |
|
|
2021
Q1 | – | Sell |
-1,625
| Closed | -$161K | – | 1497 |
|
|
2020
Q4 | $161K | Buy |
+1,625
| New | +$161K | 0.04% | 326 |
|
|
2020
Q2 | – | Sell |
-3,162
| Closed | -$232K | – | 282 |
|
|
2020
Q1 | $232K | Buy |
+3,162
| New | +$232K | 0.11% | 166 |
|