SWA
SOA Wealth Advisors’s Progressive PGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $160K | Buy |
13,792
+2,021
| +17% | +$23.4K | 0.03% | 220 |
|
|
2025
Q1 | $51K | Buy |
+11,771
| New | +$51K | 0.01% | 340 |
|
|
2022
Q3 | – | Sell |
-4
| Closed | – | – | 949 |
|
|
2022
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 978 |
|
|
2022
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 984 |
|
|
2021
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 960 |
|
|
2021
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 970 |
|
|
2021
Q2 | $0 | Buy |
4
+1
| +33% | – | ﹤0.01% | 948 |
|
|
2021
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 898 |
|
|
2020
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 868 |
|