Shelton Wealth Management’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $976K | Sell |
3,658
-447
| -11% | -$119K | 0.47% | 73 |
|
|
2025
Q1 | $1.16M | Buy |
4,105
+259
| +7% | +$73.3K | 0.63% | 40 |
|
|
2024
Q4 | $922K | Buy |
3,846
+209
| +6% | +$50.1K | 0.48% | 74 |
|
|
2024
Q3 | $923K | Buy |
3,637
+68
| +2% | +$17.3K | 0.5% | 65 |
|
|
2024
Q2 | $741K | Buy |
3,569
+1,062
| +42% | +$221K | 0.42% | 72 |
|
|
2024
Q1 | $518K | Buy |
2,507
+730
| +41% | +$151K | 0.33% | 77 |
|
|
2023
Q4 | $283K | Buy |
+1,777
| New | +$283K | 0.2% | 89 |
|