Silver Oak Securities’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.51M | Buy |
5,660
+783
| +16% | +$209K | 0.12% | 169 |
|
2025
Q1 | $1.36M | Buy |
4,877
+1,062
| +28% | +$296K | 0.12% | 183 |
|
2024
Q4 | $914K | Sell |
3,815
-1,109
| -23% | -$266K | 0.08% | 248 |
|
2024
Q3 | $1.24M | Buy |
4,924
+3,692
| +300% | +$927K | 0.13% | 168 |
|
2024
Q2 | $256K | Buy |
1,232
+277
| +29% | +$57.5K | 0.04% | 320 |
|
2024
Q1 | $197K | Buy |
+955
| New | +$197K | 0.03% | 376 |
|
2023
Q4 | – | Sell |
-1,197
| Closed | -$167K | – | 526 |
|
2023
Q3 | $167K | Buy |
+1,197
| New | +$167K | 0.04% | 313 |
|
2022
Q4 | – | Sell |
-1,197
| Closed | -$167K | – | 429 |
|
2022
Q3 | $167K | Buy |
+1,197
| New | +$167K | 0.04% | 313 |
|