Prestige Wealth Management Group’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $102K | Hold |
382
| – | – | 0.02% | 203 |
|
|
2025
Q1 | $108K | Sell |
382
-141
| -27% | -$39.9K | 0.02% | 194 |
|
|
2024
Q4 | $125K | Buy |
523
+25
| +5% | +$5.99K | 0.03% | 185 |
|
|
2024
Q3 | $126K | Sell |
498
-1,373
| -73% | -$348K | 0.03% | 176 |
|
|
2024
Q2 | $389K | Buy |
1,871
+1,424
| +319% | +$296K | 0.08% | 103 |
|
|
2024
Q1 | $92.5K | Sell |
447
-1,829
| -80% | -$378K | 0.02% | 213 |
|
|
2023
Q4 | $363K | Buy |
2,276
+218
| +11% | +$34.7K | 0.08% | 104 |
|
|
2023
Q3 | $287K | Buy |
2,058
+1,483
| +258% | +$207K | 0.07% | 111 |
|
|
2023
Q2 | $76.1K | Buy |
575
+10
| +2% | +$1.32K | 0.02% | 227 |
|
|
2023
Q1 | $80.8K | Sell |
565
-1
| -0.2% | -$143 | 0.02% | 205 |
|
|
2022
Q4 | $73.4K | Buy |
566
+61
| +12% | +$7.91K | 0.02% | 221 |
|
|
2022
Q3 | $59K | Buy |
505
+30
| +6% | +$3.51K | 0.02% | 215 |
|
|
2022
Q2 | $55K | Buy |
475
+345
| +265% | +$39.9K | 0.01% | 230 |
|
|
2022
Q1 | $15K | Buy |
130
+49
| +60% | +$5.65K | ﹤0.01% | 395 |
|
|
2021
Q4 | $8K | Sell |
81
-9
| -10% | -$889 | ﹤0.01% | 533 |
|
|
2021
Q3 | $8K | Sell |
90
-2
| -2% | -$178 | ﹤0.01% | 538 |
|
|
2021
Q2 | $9K | Sell |
92
-47
| -34% | -$4.6K | ﹤0.01% | 499 |
|
|
2021
Q1 | $13K | Sell |
139
-12
| -8% | -$1.12K | ﹤0.01% | 428 |
|
|
2020
Q4 | $15K | Sell |
151
-152
| -50% | -$15.1K | ﹤0.01% | 393 |
|
|
2020
Q3 | $29K | Buy |
303
+23
| +8% | +$2.2K | 0.01% | 309 |
|
|
2020
Q2 | $22K | Buy |
280
+49
| +21% | +$3.85K | 0.01% | 318 |
|
|
2020
Q1 | $17K | Buy |
+231
| New | +$17K | 0.01% | 310 |
|
|
2019
Q1 | – | Sell |
-27
| Closed | -$2K | – | 957 |
|
|
2018
Q4 | $2K | Buy |
+27
| New | +$2K | ﹤0.01% | 853 |
|