Smith Salley 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 | $2.32M | Buy |
8,710
+640
| +8% | +$171K | 0.13% | 104 |
|
|
2025
Q1 | $2.28M | Buy |
8,070
+310
| +4% | +$87.7K | 0.15% | 96 |
|
|
2024
Q4 | $1.86M | Buy |
7,760
+1,337
| +21% | +$320K | 0.12% | 109 |
|
|
2024
Q3 | $1.63M | Buy |
6,423
+149
| +2% | +$37.8K | 0.11% | 115 |
|
|
2024
Q2 | $1.3M | Buy |
6,274
+2,972
| +90% | +$617K | 0.09% | 120 |
|
|
2024
Q1 | $683K | Buy |
+3,302
| New | +$683K | 0.05% | 146 |
|