Wealthspire Advisors (New York)’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Buy |
6,238
+219
| +4% | +$58.4K | 0.01% | 305 |
|
|
2025
Q1 | $1.7M | Sell |
6,019
-563
| -9% | -$159K | 0.01% | 298 |
|
|
2024
Q4 | $1.58M | Buy |
6,582
+162
| +3% | +$38.8K | 0.02% | 283 |
|
|
2024
Q3 | $1.63M | Sell |
6,420
-2,069
| -24% | -$525K | 0.02% | 284 |
|
|
2024
Q2 | $1.76M | Sell |
8,489
-779
| -8% | -$162K | 0.02% | 225 |
|
|
2024
Q1 | $1.92M | Sell |
9,268
-874
| -9% | -$181K | 0.03% | 205 |
|
|
2023
Q4 | $1.62M | Sell |
10,142
-207
| -2% | -$33K | 0.02% | 228 |
|
|
2023
Q3 | $1.44M | Buy |
10,349
+5,143
| +99% | +$716K | 0.02% | 214 |
|
|
2023
Q2 | $689K | Buy |
5,206
+815
| +19% | +$108K | 0.01% | 314 |
|
|
2023
Q1 | $628K | Sell |
4,391
-1,661
| -27% | -$238K | 0.01% | 319 |
|
|
2022
Q4 | $785K | Buy |
6,052
+1,705
| +39% | +$221K | 0.01% | 301 |
|
|
2022
Q3 | $505K | Sell |
4,347
-30
| -0.7% | -$3.49K | 0.01% | 332 |
|
|
2022
Q2 | $509K | Buy |
4,377
+2,488
| +132% | +$289K | 0.01% | 312 |
|
|
2022
Q1 | $215K | Sell |
1,889
-3,220
| -63% | -$366K | ﹤0.01% | 408 |
|
|
2021
Q4 | $524K | Buy |
5,109
+1,474
| +41% | +$151K | 0.01% | 314 |
|
|
2021
Q3 | $329K | Buy |
+3,635
| New | +$329K | 0.01% | 446 |
|
|
2021
Q2 | – | Sell |
-7,908
| Closed | -$756K | – | 583 |
|
|
2021
Q1 | $756K | Buy |
7,908
+655
| +9% | +$62.6K | 0.02% | 309 |
|
|
2020
Q4 | $717K | Buy |
7,253
+3,344
| +86% | +$331K | 0.02% | 251 |
|
|
2020
Q3 | $370K | Buy |
3,909
+311
| +9% | +$29.4K | 0.02% | 211 |
|
|
2020
Q2 | $288K | Sell |
3,598
-7,783
| -68% | -$623K | 0.02% | 212 |
|
|
2020
Q1 | $840K | Buy |
+11,381
| New | +$840K | 0.04% | 219 |
|
|
2019
Q1 | – | Sell |
-274
| Closed | -$17K | – | 595 |
|
|
2018
Q4 | $17K | Buy |
+274
| New | +$17K | ﹤0.01% | 381 |
|