Stratos Wealth Partners’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $12.3M | Sell |
62,067
-3,951
| -6% | -$815K | 0.14% | 151 |
|
|
2025
Q4 | $15M | Buy |
66,018
+1,959
| +3% | +$442K | 0.17% | 119 |
|
|
2025
Q3 | $15.8M | Buy |
64,059
+1,990
| +3% | +$491K | 0.19% | 108 |
|
|
2025
Q2 | $16.6M | Sell |
62,069
-164
| -0.3% | -$45K | 0.22% | 93 |
|
|
2025
Q1 | $17.6M | Sell |
62,233
-1,921
| -3% | -$502K | 0.27% | 75 |
|
|
2024
Q4 | $15.4M | Buy |
64,154
+179
| +0.3% | +$45.1K | 0.22% | 92 |
|
|
2024
Q3 | $16.2M | Buy |
63,975
+3,852
| +6% | +$896K | 0.23% | 88 |
|
|
2024
Q2 | $12.5M | Sell |
60,123
-1,873
| -3% | -$392K | 0.2% | 105 |
|
|
2024
Q1 | $12.8M | Buy |
61,996
+69
| +0.1% | +$12.8K | 0.21% | 106 |
|
|
2023
Q4 | $9.86M | Buy |
61,927
+568
| +0.9% | +$88.9K | 0.18% | 122 |
|
|
2023
Q3 | $8.55M | Buy |
61,359
+1,154
| +2% | +$152K | 0.18% | 121 |
|
|
2023
Q2 | $7.97M | Buy |
60,205
+1,424
| +2% | +$191K | 0.18% | 126 |
|
|
2023
Q1 | $8.41M | Buy |
58,781
+4,627
| +9% | +$638K | 0.22% | 99 |
|
|
2022
Q4 | $7.02M | Sell |
54,154
-208
| -0.4% | -$26.4K | 0.18% | 125 |
|
|
2022
Q3 | $6.32M | Sell |
54,362
-4,947
| -8% | -$596K | 0.18% | 121 |
|
|
2022
Q2 | $6.9M | Buy |
59,309
+1,770
| +3% | +$201K | 0.17% | 119 |
|
|
2022
Q1 | $6.56M | Sell |
57,539
-2,970
| -5% | -$321K | 0.15% | 145 |
|
|
2021
Q4 | $6.21M | Buy |
60,509
+1,949
| +3% | +$186K | 0.14% | 158 |
|
|
2021
Q3 | $5.29M | Buy |
58,560
+79
| +0.1% | +$7.53K | 0.13% | 172 |
|
|
2021
Q2 | $5.74M | Buy |
58,481
+13,476
| +30% | +$1.33M | 0.14% | 156 |
|
|
2021
Q1 | $4.3M | Buy |
45,005
+20,758
| +86% | +$1.89M | 0.12% | 191 |
|
|
2020
Q4 | $2.4M | Buy |
24,247
+8,355
| +53% | +$790K | 0.07% | 250 |
|
|
2020
Q3 | $1.5M | Sell |
15,892
-448
| -3% | -$40.3K | 0.05% | 301 |
|
|
2020
Q2 | $1.31M | Buy |
16,340
+2,175
| +15% | +$170K | 0.05% | 325 |
|
|
2020
Q1 | $1.05M | Sell |
14,165
-95
| -0.7% | -$7.32K | 0.05% | 317 |
|
|
2019
Q4 | $1.03M | Sell |
14,260
-19,975
| -58% | -$1.44M | 0.04% | 384 |
|
|
2019
Q3 | $2.65M | Buy |
34,235
+8,299
| +32% | +$653K | 0.11% | 192 |
|
|
2019
Q2 | $2.07M | Buy |
25,936
+13,187
| +103% | +$1.02M | 0.09% | 229 |
|
|
2019
Q1 | $919K | Buy |
12,749
+4,413
| +53% | +$302K | 0.04% | 384 |
|
|
2018
Q4 | $503K | Sell |
8,336
-445
| -5% | -$29.6K | 0.03% | 510 |
|
|
2018
Q3 | $624K | Sell |
8,781
-953
| -10% | -$61.3K | 0.03% | 464 |
|
|
2018
Q2 | $576K | Buy |
9,734
+3,608
| +59% | +$221K | 0.03% | 529 |
|
|
2018
Q1 | $373K | Buy |
6,126
+2,814
| +85% | +$161K | 0.02% | 649 |
|
|
2017
Q4 | $187K | Buy |
+3,312
| New | +$171K | 0.01% | 907 |
|
Other funds holding PGR
VCM
DAM
