Resonant Capital Advisors’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.86M | Buy |
25,699
+491
| +2% | +$131K | 0.44% | 48 |
|
2025
Q1 | $7.13M | Buy |
25,208
+102
| +0.4% | +$28.9K | 0.5% | 44 |
|
2024
Q4 | $6.02M | Sell |
25,106
-381
| -1% | -$91.3K | 0.44% | 47 |
|
2024
Q3 | $6.47M | Buy |
25,487
+15
| +0.1% | +$3.81K | 0.48% | 44 |
|
2024
Q2 | $5.29M | Buy |
25,472
+541
| +2% | +$112K | 0.43% | 49 |
|
2024
Q1 | $5.16M | Buy |
24,931
+50
| +0.2% | +$10.3K | 0.44% | 50 |
|
2023
Q4 | $3.96M | Sell |
24,881
-910
| -4% | -$145K | 0.38% | 54 |
|
2023
Q3 | $3.59M | Sell |
25,791
-9,407
| -27% | -$1.31M | 0.38% | 58 |
|
2023
Q2 | $4.66M | Sell |
35,198
-736
| -2% | -$97.4K | 0.51% | 47 |
|
2023
Q1 | $5.14M | Sell |
35,934
-588
| -2% | -$84.1K | 0.58% | 45 |
|
2022
Q4 | $4.74M | Sell |
36,522
-384
| -1% | -$49.8K | 0.59% | 43 |
|
2022
Q3 | $4.29M | Sell |
36,906
-35
| -0.1% | -$4.07K | 0.65% | 42 |
|
2022
Q2 | $4.3M | Buy |
36,941
+830
| +2% | +$96.5K | 0.67% | 43 |
|
2022
Q1 | $4.16M | Buy |
36,111
+2,086
| +6% | +$240K | 0.62% | 38 |
|
2021
Q4 | $3.49M | Buy |
34,025
+2,536
| +8% | +$260K | 0.53% | 40 |
|
2021
Q3 | $2.85M | Buy |
31,489
+3,567
| +13% | +$322K | 0.5% | 43 |
|
2021
Q2 | $2.74M | Buy |
27,922
+301
| +1% | +$29.6K | 0.53% | 37 |
|
2021
Q1 | $2.64M | Buy |
27,621
+2,318
| +9% | +$222K | 0.54% | 32 |
|
2020
Q4 | $2.5M | Buy |
25,303
+148
| +0.6% | +$14.6K | 0.59% | 31 |
|
2020
Q3 | $2.38M | Buy |
25,155
+28
| +0.1% | +$2.65K | 0.68% | 28 |
|
2020
Q2 | $2.01M | Sell |
25,127
-6,315
| -20% | -$506K | 0.58% | 31 |
|
2020
Q1 | $2.32M | Sell |
31,442
-1,097
| -3% | -$81K | 0.85% | 27 |
|
2019
Q4 | $2.36M | Buy |
+32,539
| New | +$2.36M | 0.74% | 33 |
|