SMA
Sage Mountain Advisors’s Progressive PGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Buy |
4,324
+741
| +21% | +$198K | 0.08% | 121 |
|
|
2025
Q1 | $1.01M | Buy |
3,583
+358
| +11% | +$101K | 0.07% | 117 |
|
|
2024
Q4 | $773K | Buy |
3,225
+107
| +3% | +$25.6K | 0.06% | 150 |
|
|
2024
Q3 | $791K | Buy |
3,118
+196
| +7% | +$49.7K | 0.07% | 139 |
|
|
2024
Q2 | $607K | Buy |
2,922
+1,142
| +64% | +$237K | 0.06% | 151 |
|
|
2024
Q1 | $368K | Buy |
1,780
+338
| +23% | +$69.9K | 0.04% | 208 |
|
|
2023
Q4 | $230K | Buy |
+1,442
| New | +$230K | 0.03% | 240 |
|
|
2023
Q3 | – | Sell |
-1,518
| Closed | -$201K | – | 379 |
|
|
2023
Q2 | $201K | Buy |
1,518
+68
| +5% | +$9K | 0.03% | 252 |
|
|
2023
Q1 | $207K | Buy |
+1,450
| New | +$207K | 0.03% | 227 |
|
|
2022
Q4 | – | Sell |
-4,080
| Closed | -$474K | – | 308 |
|
|
2022
Q3 | $474K | Sell |
4,080
-21
| -0.5% | -$2.44K | 0.13% | 72 |
|
|
2022
Q2 | $477K | Buy |
4,101
+56
| +1% | +$6.51K | 0.08% | 225 |
|
|
2022
Q1 | $461K | Buy |
+4,045
| New | +$461K | 0.07% | 278 |
|