SWA
Strata Wealth Advisors’s Progressive PGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.33M | Sell |
19,977
-596
| -3% | -$159K | 1.47% | 11 |
|
|
2025
Q1 | $5.82M | Sell |
20,573
-1,343
| -6% | -$380K | 1.81% | 10 |
|
|
2024
Q4 | $5.25M | Buy |
21,916
+8
| +0% | +$1.92K | 1.65% | 10 |
|
|
2024
Q3 | $5.56M | Sell |
21,908
-31
| -0.1% | -$7.87K | 1.79% | 9 |
|
|
2024
Q2 | $4.56M | Sell |
21,939
-101
| -0.5% | -$21K | 1.57% | 10 |
|
|
2024
Q1 | $4.56M | Buy |
22,040
+4,062
| +23% | +$840K | 1.6% | 9 |
|
|
2023
Q4 | $2.86M | Buy |
+17,978
| New | +$2.86M | 1.13% | 16 |
|