SWM
Stockman Wealth Management’s Progressive PGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $595K | Hold |
2,230
| – | – | 0.08% | 93 |
|
|
2025
Q1 | $631K | Hold |
2,230
| – | – | 0.09% | 86 |
|
|
2024
Q4 | $534K | Hold |
2,230
| – | – | 0.08% | 96 |
|
|
2024
Q3 | $566K | Sell |
2,230
-1
| -0% | -$254 | 0.09% | 97 |
|
|
2024
Q2 | $463K | Hold |
2,231
| – | – | 0.08% | 109 |
|
|
2024
Q1 | $461K | Buy |
2,231
+1
| +0% | +$207 | 0.08% | 112 |
|
|
2023
Q4 | $355K | Hold |
2,230
| – | – | 0.07% | 122 |
|
|
2023
Q3 | $311K | Hold |
2,230
| – | – | 0.07% | 135 |
|
|
2023
Q2 | $295K | Sell |
2,230
-63
| -3% | -$8.34K | 0.06% | 143 |
|
|
2023
Q1 | $328K | Buy |
2,293
+63
| +3% | +$9.01K | 0.07% | 144 |
|
|
2022
Q4 | $289K | Hold |
2,230
| – | – | 0.07% | 151 |
|
|
2022
Q3 | $259K | Hold |
2,230
| – | – | 0.07% | 154 |
|
|
2022
Q2 | $259K | Hold |
2,230
| – | – | 0.07% | 162 |
|
|
2022
Q1 | $254K | Sell |
2,230
-92
| -4% | -$10.5K | 0.05% | 168 |
|
|
2021
Q4 | $238K | Buy |
2,322
+92
| +4% | +$9.43K | 0.05% | 186 |
|
|
2021
Q3 | $202K | Hold |
2,230
| – | – | 0.05% | 190 |
|
|
2021
Q2 | $219K | Hold |
2,230
| – | – | 0.05% | 183 |
|
|
2021
Q1 | $213K | Hold |
2,230
| – | – | 0.06% | 174 |
|
|
2020
Q4 | $221K | Hold |
2,230
| – | – | 0.07% | 164 |
|
|
2020
Q3 | $211K | Buy |
+2,230
| New | +$211K | 0.08% | 150 |
|