SVWAG
Sound View Wealth Advisors Group’s Progressive PGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.23M | Buy |
15,869
+2,656
| +20% | +$709K | 0.31% | 74 |
|
|
2025
Q1 | $3.74M | Buy |
13,213
+393
| +3% | +$111K | 0.31% | 74 |
|
|
2024
Q4 | $3.07M | Buy |
12,820
+1,346
| +12% | +$323K | 0.25% | 89 |
|
|
2024
Q3 | $2.91M | Buy |
11,474
+1,504
| +15% | +$382K | 0.24% | 97 |
|
|
2024
Q2 | $2.07M | Buy |
9,970
+60
| +0.6% | +$12.5K | 0.21% | 107 |
|
|
2024
Q1 | $2.05M | Buy |
9,910
+562
| +6% | +$116K | 0.22% | 109 |
|
|
2023
Q4 | $1.49M | Sell |
9,348
-1,549
| -14% | -$247K | 0.16% | 128 |
|
|
2023
Q3 | $1.52M | Sell |
10,897
-1,174
| -10% | -$164K | 0.19% | 111 |
|
|
2023
Q2 | $1.6M | Buy |
12,071
+156
| +1% | +$20.7K | 0.21% | 102 |
|
|
2023
Q1 | $1.7M | Buy |
11,915
+2,567
| +27% | +$367K | 0.23% | 94 |
|
|
2022
Q4 | $1.49M | Sell |
9,348
-89
| -0.9% | -$14.2K | 0.16% | 128 |
|
|
2022
Q3 | $1.1M | Sell |
9,437
-194
| -2% | -$22.6K | 0.25% | 102 |
|
|
2022
Q2 | $1.12M | Sell |
9,631
-664
| -6% | -$77.2K | 0.23% | 106 |
|
|
2022
Q1 | $1.17M | Buy |
10,295
+3,862
| +60% | +$440K | 0.22% | 107 |
|
|
2021
Q4 | $660K | Buy |
6,433
+884
| +16% | +$90.7K | 0.12% | 150 |
|
|
2021
Q3 | $502K | Buy |
5,549
+409
| +8% | +$37K | 0.1% | 173 |
|
|
2021
Q2 | $505K | Sell |
5,140
-126
| -2% | -$12.4K | 0.11% | 170 |
|
|
2021
Q1 | $503K | Buy |
5,266
+2,334
| +80% | +$223K | 0.12% | 159 |
|
|
2020
Q4 | $290K | Sell |
2,932
-8
| -0.3% | -$791 | 0.07% | 207 |
|
|
2020
Q3 | $278K | Buy |
2,940
+348
| +13% | +$32.9K | 0.07% | 200 |
|
|
2020
Q2 | $208K | Buy |
+2,592
| New | +$208K | 0.06% | 229 |
|
|
2019
Q4 | – | Sell |
-2,649
| Closed | -$205K | – | 242 |
|
|
2019
Q3 | $205K | Hold |
2,649
| – | – | 0.06% | 236 |
|
|
2019
Q2 | $212K | Buy |
+2,649
| New | +$212K | 0.06% | 234 |
|