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