SWM
Spire Wealth Management’s Progressive PGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.06M | Sell |
7,802
-4,348
| -36% | -$1.15M | 0.07% | 219 |
|
|
2025
Q1 | $3.44M | Buy |
12,150
+394
| +3% | +$112K | 0.11% | 165 |
|
|
2024
Q4 | $2.82M | Buy |
11,756
+3,492
| +42% | +$837K | 0.09% | 202 |
|
|
2024
Q3 | $2.1M | Buy |
8,264
+6,588
| +393% | +$1.67M | 0.07% | 225 |
|
|
2024
Q2 | $348K | Sell |
1,676
-102
| -6% | -$21.2K | 0.01% | 573 |
|
|
2024
Q1 | $368K | Sell |
1,778
-155
| -8% | -$32.1K | 0.01% | 600 |
|
|
2023
Q4 | $329K | Buy |
1,933
+112
| +6% | +$19.1K | 0.01% | 623 |
|
|
2023
Q3 | $254K | Sell |
1,821
-16
| -0.9% | -$2.23K | 0.01% | 639 |
|
|
2023
Q2 | $243K | Sell |
1,837
-53,433
| -97% | -$7.07M | 0.01% | 668 |
|
|
2023
Q1 | $7.91M | Buy |
55,270
+8,360
| +18% | +$1.2M | 0.31% | 67 |
|
|
2022
Q4 | $6.09M | Sell |
46,910
-1,944
| -4% | -$252K | 0.34% | 68 |
|
|
2022
Q3 | $5.68M | Sell |
48,854
-12,579
| -20% | -$1.46M | 0.34% | 71 |
|
|
2022
Q2 | $7.14M | Sell |
61,433
-25,080
| -29% | -$2.92M | 0.29% | 90 |
|
|
2022
Q1 | $9.87M | Buy |
86,513
+83,706
| +2,982% | +$9.55M | 0.26% | 104 |
|
|
2021
Q4 | $288K | Buy |
2,807
+1,330
| +90% | +$136K | 0.01% | 925 |
|
|
2021
Q3 | $134K | Sell |
1,477
-287
| -16% | -$26K | ﹤0.01% | 1081 |
|
|
2021
Q2 | $173K | Sell |
1,764
-738
| -29% | -$72.4K | ﹤0.01% | 985 |
|
|
2021
Q1 | $239K | Buy |
+2,502
| New | +$239K | 0.01% | 985 |
|