SteelPeak 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 | $2.39M | Buy |
8,950
+1,365
| +18% | +$364K | 0.09% | 171 |
|
|
2025
Q1 | $2.15M | Buy |
7,585
+1,919
| +34% | +$543K | 0.09% | 169 |
|
|
2024
Q4 | $1.36M | Sell |
5,666
-3,027
| -35% | -$725K | 0.06% | 205 |
|
|
2024
Q3 | $2.21M | Buy |
8,693
+7,658
| +740% | +$1.94M | 0.1% | 156 |
|
|
2024
Q2 | $215K | Sell |
1,035
-7,706
| -88% | -$1.6M | 0.01% | 417 |
|
|
2024
Q1 | $1.81M | Buy |
+8,741
| New | +$1.81M | 0.09% | 165 |
|
|
2023
Q3 | – | Sell |
-13,791
| Closed | -$1.83M | – | 430 |
|
|
2023
Q2 | $1.83M | Buy |
+13,791
| New | +$1.83M | 0.11% | 129 |
|
|
2023
Q1 | – | Sell |
-14,436
| Closed | -$1.87M | – | 403 |
|
|
2022
Q4 | $1.87M | Buy |
14,436
+818
| +6% | +$106K | 0.14% | 120 |
|
|
2022
Q3 | $1.58M | Buy |
+13,618
| New | +$1.58M | 0.12% | 127 |
|
|
2021
Q4 | – | Sell |
-8,739
| Closed | -$790K | – | 421 |
|
|
2021
Q3 | $790K | Buy |
8,739
+1,023
| +13% | +$92.5K | 0.05% | 183 |
|
|
2021
Q2 | $758K | Buy |
7,716
+205
| +3% | +$20.1K | 0.05% | 200 |
|
|
2021
Q1 | $718K | Buy |
+7,511
| New | +$718K | 0.06% | 181 |
|