TriaGen Wealth 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 | $685K | Sell |
2,568
-46
| -2% | -$12.3K | 0.21% | 97 |
|
|
2025
Q1 | $740K | Sell |
2,614
-109
| -4% | -$30.8K | 0.26% | 79 |
|
|
2024
Q4 | $652K | Sell |
2,723
-5,475
| -67% | -$1.31M | 0.22% | 85 |
|
|
2024
Q3 | $2.08M | Buy |
8,198
+5,490
| +203% | +$1.39M | 0.7% | 36 |
|
|
2024
Q2 | $562K | Buy |
2,708
+5
| +0.2% | +$1.04K | 0.22% | 94 |
|
|
2024
Q1 | $559K | Sell |
2,703
-22
| -0.8% | -$4.55K | 0.23% | 90 |
|
|
2023
Q4 | $434K | Buy |
+2,725
| New | +$434K | 0.21% | 100 |
|
|
2023
Q2 | – | Sell |
-15,702
| Closed | -$2.25M | – | 176 |
|
|
2023
Q1 | $2.25M | Sell |
15,702
-260
| -2% | -$37.2K | 1.13% | 19 |
|
|
2022
Q4 | $2.07M | Sell |
15,962
-5,626
| -26% | -$730K | 1.15% | 19 |
|
|
2022
Q3 | $2.51M | Buy |
21,588
+5,411
| +33% | +$629K | 1.39% | 21 |
|
|
2022
Q2 | $1.88M | Sell |
16,177
-170
| -1% | -$19.8K | 1.34% | 19 |
|
|
2022
Q1 | $1.86M | Sell |
16,347
-1,428
| -8% | -$163K | 0.97% | 38 |
|
|
2021
Q4 | $1.83M | Hold |
17,775
| – | – | 0.9% | 37 |
|
|
2021
Q3 | $1.61M | Hold |
17,775
| – | – | 0.87% | 38 |
|
|
2021
Q2 | $1.69M | Sell |
17,775
-163
| -0.9% | -$15.5K | 0.87% | 36 |
|
|
2021
Q1 | $1.72M | Sell |
17,938
-83
| -0.5% | -$7.94K | 0.99% | 36 |
|
|
2020
Q4 | $1.78M | Buy |
+18,021
| New | +$1.78M | 1.04% | 32 |
|