U.S. Capital Wealth 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 | $7.33M | Sell |
27,482
-3,529
| -11% | -$942K | 0.21% | 129 |
|
|
2025
Q1 | $8.78M | Buy |
31,011
+209
| +0.7% | +$59.2K | 0.27% | 96 |
|
|
2024
Q4 | $7.38M | Buy |
30,802
+28,282
| +1,122% | +$6.78M | 0.23% | 108 |
|
|
2024
Q3 | $639K | Sell |
2,520
-9
| -0.4% | -$2.28K | 0.02% | 422 |
|
|
2024
Q2 | $525K | Sell |
2,529
-108
| -4% | -$22.4K | 0.02% | 447 |
|
|
2024
Q1 | $545K | Sell |
2,637
-789
| -23% | -$163K | 0.02% | 452 |
|
|
2023
Q4 | $546K | Sell |
3,426
-419
| -11% | -$66.7K | 0.02% | 436 |
|
|
2023
Q3 | $536K | Sell |
3,845
-183
| -5% | -$25.5K | 0.02% | 417 |
|
|
2023
Q2 | $533K | Buy |
4,028
+27
| +0.7% | +$3.57K | 0.03% | 429 |
|
|
2023
Q1 | $572K | Sell |
4,001
-358
| -8% | -$51.2K | 0.03% | 402 |
|
|
2022
Q4 | $565K | Sell |
4,359
-86
| -2% | -$11.2K | 0.03% | 430 |
|
|
2022
Q3 | $517K | Sell |
4,445
-154
| -3% | -$17.9K | 0.03% | 431 |
|
|
2022
Q2 | $535K | Buy |
4,599
+24
| +0.5% | +$2.79K | 0.02% | 441 |
|
|
2022
Q1 | $522K | Buy |
4,575
+258
| +6% | +$29.4K | 0.02% | 506 |
|
|
2021
Q4 | $443K | Sell |
4,317
-7
| -0.2% | -$718 | 0.02% | 537 |
|
|
2021
Q3 | $391K | Buy |
+4,324
| New | +$391K | 0.02% | 553 |
|