Waterfront Wealth’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $354K | Sell |
1,327
-10
| -0.7% | -$2.67K | 0.08% | 211 |
|
|
2025
Q1 | $378K | Hold |
1,337
| – | – | 0.09% | 201 |
|
|
2024
Q4 | $320K | Hold |
1,337
| – | – | 0.08% | 212 |
|
|
2024
Q3 | $324K | Hold |
1,337
| – | – | 0.08% | 211 |
|
|
2024
Q2 | $278K | Sell |
1,337
-4,798
| -78% | -$997K | 0.08% | 210 |
|
|
2024
Q1 | $1.29M | Sell |
6,135
-2,164
| -26% | -$454K | 0.36% | 82 |
|
|
2023
Q4 | $1.32M | Buy |
8,299
+276
| +3% | +$44K | 0.39% | 72 |
|
|
2023
Q3 | $1.23M | Buy |
8,023
+232
| +3% | +$35.6K | 0.4% | 74 |
|
|
2023
Q2 | $961K | Buy |
7,791
+485
| +7% | +$59.8K | 0.29% | 104 |
|
|
2023
Q1 | $1.05M | Buy |
7,306
+359
| +5% | +$51.4K | 0.34% | 84 |
|
|
2022
Q4 | $938K | Sell |
6,947
-1,187
| -15% | -$160K | 0.32% | 94 |
|
|
2022
Q3 | $1.03M | Buy |
8,134
+1,286
| +19% | +$162K | 0.39% | 77 |
|
|
2022
Q2 | $796K | Buy |
6,848
+1,935
| +39% | +$225K | 0.32% | 90 |
|
|
2022
Q1 | $582K | Buy |
4,913
+2,107
| +75% | +$250K | 0.21% | 115 |
|
|
2021
Q4 | $288K | Buy |
+2,806
| New | +$288K | 0.11% | 177 |
|