Steward Partners Investment Advisory’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.83M | Sell |
29,338
-1,191
| -4% | -$318K | 0.06% | 307 |
|
|
2025
Q1 | $8.64M | Buy |
30,529
+12,793
| +72% | +$3.62M | 0.08% | 262 |
|
|
2024
Q4 | $4.25M | Buy |
17,736
+2,593
| +17% | +$621K | 0.04% | 418 |
|
|
2024
Q3 | $3.84M | Buy |
15,143
+2,641
| +21% | +$670K | 0.04% | 437 |
|
|
2024
Q2 | $2.6M | Buy |
12,502
+1,460
| +13% | +$303K | 0.03% | 509 |
|
|
2024
Q1 | $2.28M | Buy |
11,042
+1,654
| +18% | +$342K | 0.03% | 539 |
|
|
2023
Q4 | $1.5M | Buy |
9,388
+97
| +1% | +$15.5K | 0.02% | 593 |
|
|
2023
Q3 | $1.29M | Sell |
9,291
-19,140
| -67% | -$2.67M | 0.02% | 592 |
|
|
2023
Q2 | $3.76M | Buy |
28,431
+766
| +3% | +$101K | 0.06% | 321 |
|
|
2023
Q1 | $3.96M | Buy |
27,665
+3,324
| +14% | +$476K | 0.06% | 306 |
|
|
2022
Q4 | $3.16M | Buy |
24,341
+8,531
| +54% | +$1.11M | 0.05% | 343 |
|
|
2022
Q3 | $1.84M | Buy |
15,810
+6,328
| +67% | +$735K | 0.03% | 458 |
|
|
2022
Q2 | $1.1M | Sell |
9,482
-277
| -3% | -$32.2K | 0.02% | 601 |
|
|
2022
Q1 | $1.11M | Buy |
9,759
+279
| +3% | +$31.8K | 0.02% | 652 |
|
|
2021
Q4 | $973K | Sell |
9,480
-537
| -5% | -$55.1K | 0.01% | 702 |
|
|
2021
Q3 | $905K | Sell |
10,017
-329
| -3% | -$29.7K | 0.02% | 696 |
|
|
2021
Q2 | $1.02M | Sell |
10,346
-1,031
| -9% | -$101K | 0.02% | 661 |
|
|
2021
Q1 | $1.09M | Buy |
11,377
+1,055
| +10% | +$101K | 0.02% | 619 |
|
|
2020
Q4 | $1.02M | Sell |
10,322
-1,163
| -10% | -$115K | 0.02% | 552 |
|
|
2020
Q3 | $1.09M | Buy |
11,485
+956
| +9% | +$90.5K | 0.03% | 465 |
|
|
2020
Q2 | $844K | Buy |
10,529
+2,120
| +25% | +$170K | 0.02% | 495 |
|
|
2020
Q1 | $620K | Sell |
8,409
-621
| -7% | -$45.8K | 0.02% | 513 |
|
|
2019
Q4 | $653K | Buy |
9,030
+100
| +1% | +$7.23K | 0.02% | 563 |
|
|
2019
Q3 | $689K | Buy |
8,930
+448
| +5% | +$34.6K | 0.02% | 505 |
|
|
2019
Q2 | $678K | Buy |
8,482
+1,405
| +20% | +$112K | 0.02% | 481 |
|
|
2019
Q1 | $510K | Sell |
7,077
-1,056
| -13% | -$76.1K | 0.02% | 513 |
|
|
2018
Q4 | $490K | Sell |
8,133
-13,507
| -62% | -$814K | 0.02% | 492 |
|
|
2018
Q3 | $1.54M | Buy |
21,640
+18,236
| +536% | +$1.3M | 0.07% | 263 |
|
|
2018
Q2 | $201K | Buy |
3,404
+1,819
| +115% | +$107K | 0.01% | 651 |
|
|
2018
Q1 | $96K | Buy |
1,585
+1,218
| +332% | +$73.8K | 0.01% | 787 |
|
|
2017
Q4 | $20K | Buy |
367
+221
| +151% | +$12K | ﹤0.01% | 1115 |
|
|
2017
Q3 | $7K | Buy |
146
+105
| +256% | +$5.03K | ﹤0.01% | 1212 |
|
|
2017
Q2 | $1K | Sell |
41
-66
| -62% | -$1.61K | ﹤0.01% | 1538 |
|
|
2017
Q1 | $4K | Sell |
107
-142
| -57% | -$5.31K | ﹤0.01% | 1187 |
|
|
2016
Q4 | $8K | Buy |
+249
| New | +$8K | ﹤0.01% | 598 |
|