Strategic Investment Advisors’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $397K | Sell |
1,486
-287
| -16% | -$76.6K | 0.04% | 184 |
|
|
2025
Q1 | $502K | Sell |
1,773
-280
| -14% | -$79.2K | 0.05% | 166 |
|
|
2024
Q4 | $492K | Buy |
2,053
+30
| +1% | +$7.19K | 0.05% | 171 |
|
|
2024
Q3 | $513K | Sell |
2,023
-357
| -15% | -$90.6K | 0.06% | 178 |
|
|
2024
Q2 | $494K | Buy |
2,380
+8
| +0.3% | +$1.66K | 0.06% | 180 |
|
|
2024
Q1 | $491K | Sell |
2,372
-31
| -1% | -$6.41K | 0.06% | 178 |
|
|
2023
Q4 | $383K | Sell |
2,403
-36
| -1% | -$5.73K | 0.06% | 186 |
|
|
2023
Q3 | $340K | Buy |
2,439
+9
| +0.4% | +$1.25K | 0.06% | 195 |
|
|
2023
Q2 | $322K | Buy |
+2,430
| New | +$322K | 0.04% | 161 |
|
|
2021
Q3 | – | Sell |
-17,704
| Closed | -$1.74M | – | 187 |
|
|
2021
Q2 | $1.74M | Buy |
17,704
+683
| +4% | +$67.1K | 0.4% | 50 |
|
|
2021
Q1 | $1.63M | Buy |
17,021
+1,798
| +12% | +$172K | 0.42% | 51 |
|
|
2020
Q4 | $1.51M | Buy |
15,223
+12,148
| +395% | +$1.2M | 0.43% | 52 |
|
|
2020
Q3 | $291K | Buy |
+3,075
| New | +$291K | 0.1% | 142 |
|