Simplicity Wealth’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Buy |
4,842
+2,935
| +154% | +$783K | 0.05% | 284 |
|
|
2025
Q1 | $540K | Buy |
+1,907
| New | +$540K | 0.04% | 330 |
|
|
2024
Q4 | – | Sell |
-1,783
| Closed | -$452K | – | 466 |
|
|
2024
Q3 | $452K | Sell |
1,783
-11,916
| -87% | -$3.02M | 0.04% | 310 |
|
|
2024
Q2 | $2.85M | Buy |
13,699
+375
| +3% | +$77.9K | 0.06% | 289 |
|
|
2024
Q1 | $2.76M | Buy |
+13,324
| New | +$2.76M | 0.07% | 288 |
|