Regent Peak Wealth Advisors’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.24M | Buy |
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|
2025
Q1 | $5.25M | Sell |
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|
2024
Q4 | $4.45M | Buy |
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|
2024
Q3 | $4.71M | Buy |
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|
2024
Q2 | $3.84M | Buy |
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|
2024
Q1 | $3.82M | Sell |
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|
2023
Q4 | $2.94M | Sell |
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|
2023
Q3 | $2.58M | Sell |
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|
2023
Q2 | $2.46M | Sell |
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|
2023
Q1 | $2.67M | Buy |
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|
2022
Q4 | $2.42M | Buy |
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|
2022
Q3 | $2.16M | Buy |
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|
2022
Q2 | $2.15M | Buy |
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|
2022
Q1 | $2.1M | Buy |
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|
2021
Q4 | $1.88M | Sell |
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|
2021
Q3 | $1.67M | Sell |
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|
2021
Q2 | $1.76M | Sell |
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|
2021
Q1 | $1.78M | Sell |
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|
2020
Q4 | $1.84M | Buy |
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|
2020
Q3 | $1.75M | Buy |
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|
2020
Q2 | $1.48M | Buy |
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|
2020
Q1 | $1.25M | Buy |
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|
2019
Q4 | $739K | Buy |
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