Strategic Wealth Partners’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Buy |
+4,802
| New | +$1.28M | 0.1% | 131 |
|
|
2024
Q4 | $1.29M | Sell |
4,926
-393
| -7% | -$103K | 0.11% | 129 |
|
|
2024
Q3 | $1.35M | Buy |
5,319
+627
| +13% | +$159K | 0.13% | 124 |
|
|
2024
Q2 | $975K | Buy |
4,692
+104
| +2% | +$21.6K | 0.1% | 141 |
|
|
2024
Q1 | $949K | Buy |
4,588
+18
| +0.4% | +$3.72K | 0.1% | 137 |
|
|
2023
Q4 | $728K | Sell |
4,570
-3,609
| -44% | -$575K | 0.09% | 153 |
|
|
2023
Q3 | $1.14M | Sell |
8,179
-242
| -3% | -$33.7K | 0.15% | 145 |
|
|
2023
Q2 | $1.11M | Buy |
8,421
+759
| +10% | +$100K | 0.14% | 147 |
|
|
2023
Q1 | $1.1M | Buy |
7,662
+67
| +0.9% | +$9.59K | 0.17% | 126 |
|
|
2022
Q4 | $985K | Sell |
7,595
-11
| -0.1% | -$1.43K | 0.18% | 121 |
|
|
2022
Q3 | $884K | Sell |
7,606
-176
| -2% | -$20.5K | 0.19% | 133 |
|
|
2022
Q2 | $905K | Buy |
7,782
+544
| +8% | +$63.3K | 0.2% | 122 |
|
|
2022
Q1 | $825K | Buy |
7,238
+4,612
| +176% | +$526K | 0.16% | 143 |
|
|
2021
Q4 | $270K | Sell |
2,626
-1,509
| -36% | -$155K | 0.05% | 239 |
|
|
2021
Q3 | $374K | Sell |
4,135
-3,809
| -48% | -$345K | 0.11% | 194 |
|
|
2021
Q2 | $780K | Sell |
7,944
-101
| -1% | -$9.92K | 0.25% | 99 |
|
|
2021
Q1 | $769K | Sell |
8,045
-6,112
| -43% | -$584K | 0.31% | 84 |
|
|
2020
Q4 | $1.4M | Buy |
14,157
+164
| +1% | +$16.2K | 0.59% | 43 |
|
|
2020
Q3 | $1.33M | Sell |
13,993
-934
| -6% | -$88.4K | 0.67% | 41 |
|
|
2020
Q2 | $1.2M | Sell |
14,927
-7,371
| -33% | -$591K | 0.62% | 47 |
|
|
2020
Q1 | $1.61M | Hold |
22,298
| – | – | 0.84% | 29 |
|
|
2019
Q4 | $1.61M | Sell |
22,298
-3,949
| -15% | -$286K | 0.84% | 29 |
|
|
2019
Q3 | $52.2K | Buy |
26,247
+12,082
| +85% | +$24K | 0.27% | 80 |
|
|
2019
Q2 | $1.13M | Buy |
14,165
+264
| +2% | +$21.1K | 0.55% | 54 |
|
|
2019
Q1 | $1.01M | Sell |
13,901
-5,024
| -27% | -$365K | 0.46% | 67 |
|
|
2018
Q4 | $1.17M | Buy |
18,925
+10,094
| +114% | +$624K | 0.59% | 43 |
|
|
2018
Q3 | $627K | Buy |
8,831
+8,747
| +10,413% | +$621K | 0.33% | 83 |
|
|
2018
Q2 | $5K | Hold |
84
| – | – | ﹤0.01% | 637 |
|
|
2018
Q1 | $5K | Hold |
84
| – | – | ﹤0.01% | 642 |
|
|
2017
Q4 | $5K | Buy |
+84
| New | +$5K | ﹤0.01% | 615 |
|