Synergy Asset Management’s Progressive PGR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$428K Sell
1,605
-92
-5% -$24.6K 0.05% 130
2025
Q1
$480K Sell
1,697
-1,844
-52% -$522K 0.06% 120
2024
Q4
$875K Buy
3,541
+1,773
+100% +$438K 0.07% 126
2024
Q3
$449K Sell
1,768
-13
-0.7% -$3.3K 0.07% 102
2024
Q2
$370K Buy
1,781
+193
+12% +$40.1K 0.06% 98
2024
Q1
$328K Hold
1,588
0.06% 101
2023
Q4
$253K Hold
1,588
0.05% 121
2023
Q3
$221K Hold
1,588
0.04% 119
2023
Q2
$210K Hold
1,588
0.05% 82
2023
Q1
$227K Hold
1,588
0.05% 104
2022
Q4
$206K Buy
+1,588
New +$206K 0.05% 100