Affinity Investment Advisors’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $525K | Hold |
1,966
| – | – | 0.4% | 81 |
|
|
2025
Q1 | $556K | Sell |
1,966
-500
| -20% | -$142K | 0.45% | 79 |
|
|
2024
Q4 | $591K | Sell |
2,466
-412
| -14% | -$98.7K | 0.49% | 74 |
|
|
2024
Q3 | $730K | Buy |
+2,878
| New | +$730K | 0.5% | 72 |
|
|
2020
Q4 | – | Sell |
-9,964
| Closed | -$943K | – | 167 |
|
|
2020
Q3 | $943K | Hold |
9,964
| – | – | 0.41% | 62 |
|
|
2020
Q2 | $798K | Buy |
+9,964
| New | +$798K | 0.38% | 72 |
|