WAM
Wakefield Asset Management’s Progressive PGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.51M | Buy |
9,411
+6,263
| +199% | +$1.67M | 0.7% | 43 |
|
|
2025
Q1 | $891K | Buy |
+3,148
| New | +$891K | 0.27% | 128 |
|
|
2020
Q4 | – | Sell |
-26,222
| Closed | -$2.48M | – | 179 |
|
|
2020
Q3 | $2.48M | Sell |
26,222
-620
| -2% | -$58.7K | 1.17% | 20 |
|
|
2020
Q2 | $2.15M | Buy |
+26,842
| New | +$2.15M | 1.03% | 38 |
|
|
2019
Q4 | – | Sell |
-31,117
| Closed | -$2.4M | – | 186 |
|
|
2019
Q3 | $2.4M | Sell |
31,117
-13,591
| -30% | -$1.05M | 1.05% | 37 |
|
|
2019
Q2 | $3.57M | Sell |
44,708
-12,679
| -22% | -$1.01M | 1.41% | 17 |
|
|
2019
Q1 | $4.14M | Buy |
57,387
+3,779
| +7% | +$272K | 1.5% | 9 |
|
|
2018
Q4 | $3.23M | Sell |
53,608
-10,991
| -17% | -$663K | 1.4% | 18 |
|
|
2018
Q3 | $4.59M | Buy |
+64,599
| New | +$4.59M | 1.79% | 8 |
|