SageView Advisory Group’s Progressive PGR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.45M Sell
6,007
-1,434
-19% -$346K 0.05% 191
2025
Q1
$2.11M Buy
7,441
+1,509
+25% +$427K 0.09% 121
2024
Q4
$1.42M Buy
5,932
+440
+8% +$105K 0.06% 175
2024
Q3
$1.39M Sell
5,492
-3,052
-36% -$774K 0.07% 152
2024
Q2
$1.77M Buy
+8,544
New +$1.77M 0.08% 140
2024
Q1
Sell
-8,006
Closed -$1.44M 742
2023
Q4
$1.44M Buy
+8,006
New +$1.44M 0.06% 200