Regent Peak Wealth Advisors’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $5.25M | Sell |
18,568
-15
| -0.1% | -$4.25K | 1.24% | 20 |
|
|
2024
Q4 | $4.45M | Buy |
18,583
+27
| +0.1% | +$6.47K | 1% | 21 |
|
|
2024
Q3 | $4.71M | Buy |
18,556
+49
| +0.3% | +$12.4K | 1.08% | 19 |
|
|
2024
Q2 | $3.84M | Buy |
18,507
+40
| +0.2% | +$8.31K | 0.88% | 24 |
|
|
2024
Q1 | $3.82M | Sell |
18,467
-3
| -0% | -$620 | 0.97% | 23 |
|
|
2023
Q4 | $2.94M | Sell |
18,470
-64
| -0.3% | -$10.2K | 0.8% | 27 |
|
|
2023
Q3 | $2.58M | Sell |
18,534
-81
| -0.4% | -$11.3K | 0.79% | 29 |
|
|
2023
Q2 | $2.46M | Sell |
18,615
-52
| -0.3% | -$6.88K | 0.72% | 33 |
|
|
2023
Q1 | $2.67M | Buy |
18,667
+16
| +0.1% | +$2.29K | 0.83% | 27 |
|
|
2022
Q4 | $2.42M | Buy |
18,651
+30
| +0.2% | +$3.89K | 0.79% | 29 |
|
|
2022
Q3 | $2.16M | Buy |
18,621
+109
| +0.6% | +$12.7K | 0.76% | 29 |
|
|
2022
Q2 | $2.15M | Buy |
18,512
+133
| +0.7% | +$15.5K | 0.7% | 33 |
|
|
2022
Q1 | $2.1M | Buy |
18,379
+35
| +0.2% | +$3.99K | 0.6% | 40 |
|
|
2021
Q4 | $1.88M | Sell |
18,344
-73
| -0.4% | -$7.49K | 0.51% | 44 |
|
|
2021
Q3 | $1.67M | Sell |
18,417
-101
| -0.5% | -$9.13K | 0.48% | 47 |
|
|
2021
Q2 | $1.76M | Sell |
18,518
-67
| -0.4% | -$6.38K | 0.49% | 48 |
|
|
2021
Q1 | $1.78M | Sell |
18,585
-65
| -0.3% | -$6.21K | 0.58% | 41 |
|
|
2020
Q4 | $1.84M | Buy |
18,650
+147
| +0.8% | +$14.5K | 0.61% | 31 |
|
|
2020
Q3 | $1.75M | Buy |
18,503
+50
| +0.3% | +$4.73K | 0.75% | 29 |
|
|
2020
Q2 | $1.48M | Buy |
18,453
+1,590
| +9% | +$127K | 0.67% | 30 |
|
|
2020
Q1 | $1.25M | Buy |
16,863
+6,644
| +65% | +$491K | 0.69% | 30 |
|
|
2019
Q4 | $739K | Buy |
+10,219
| New | +$739K | 0.34% | 57 |
|