Valmark Advisers’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $974K | Buy |
3,650
+750
| +26% | +$200K | 0.01% | 337 |
|
|
2025
Q1 | $821K | Buy |
2,900
+150
| +5% | +$42.4K | 0.01% | 341 |
|
|
2024
Q4 | $659K | Buy |
2,750
+405
| +17% | +$97K | 0.01% | 377 |
|
|
2024
Q3 | $595K | Sell |
2,345
-614
| -21% | -$156K | 0.01% | 388 |
|
|
2024
Q2 | $615K | Buy |
2,959
+600
| +25% | +$125K | 0.01% | 360 |
|
|
2024
Q1 | $488K | Buy |
2,359
+105
| +5% | +$21.7K | 0.01% | 384 |
|
|
2023
Q4 | $359K | Buy |
+2,254
| New | +$359K | 0.01% | 400 |
|