Number of Shares
20,573.00
Current Holdings Value*
$5.82 Mil
% of Portfolio
1.81%
Total Estimate Gain
$2.19 Mil
% of Total Estimate Gain
61.41%

Strata Wealth Advisors, LLC's Progressive Corp Holding Summary

As of 2025-03-31, Strata Wealth Advisors, LLC held 20,573.00 shares of Progressive Corp(PGR), totaling $5.82 Mil. This investment constitutes 1.81% of their stock portfolio, and Strata Wealth Advisors, LLC now holds 0% of the outstanding Progressive Corp(PGR) stock.

The initial trade took place in 2023Q4. And since then Strata Wealth Advisors, LLC has made 3 purchases of PGR, at an average price of $161.93, for a total of 22,048.00 shares. In addition, there have been 3 sales at an average price of $257.36 for 1,475.00 shares. Based on historical transaction data and PGR's current price of $261.66, Strata Wealth Advisors, LLC's estimated gain on his PGR holdings is $2.19 Mil, reflecting a 61.41% gain to date.

Strata Wealth Advisors, LLC PGR ($261.66) Holding Chart

Strata Wealth Advisors, LLC PGR ($261.66) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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