Stonehage Fleming Financial Services’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $943K | Sell |
3,533
-240
| -6% | -$64K | 0.03% | 67 |
|
|
2025
Q1 | $1.07M | Sell |
3,773
-10
| -0.3% | -$2.83K | 0.04% | 50 |
|
|
2024
Q4 | $906K | Sell |
3,783
-1
| -0% | -$240 | 0.03% | 62 |
|
|
2024
Q3 | $960K | Sell |
3,784
-13
| -0.3% | -$3.3K | 0.03% | 60 |
|
|
2024
Q2 | $789K | Buy |
+3,797
| New | +$789K | 0.02% | 64 |
|
|
2024
Q1 | – | Sell |
-3,806
| Closed | -$606K | – | 241 |
|
|
2023
Q4 | $606K | Sell |
3,806
-322
| -8% | -$51.3K | 0.02% | 86 |
|
|
2023
Q3 | $580K | Buy |
+4,128
| New | +$580K | 0.05% | 95 |
|