Avalon Investment & Advisory’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $316K | Buy |
+2,212
| New | +$316K | 0.01% | 280 |
|
|
2020
Q1 | – | Sell |
-187,602
| Closed | -$13.6M | – | 338 |
|
|
2019
Q4 | $13.6M | Sell |
187,602
-6,216
| -3% | -$450K | 0.28% | 107 |
|
|
2019
Q3 | $15M | Sell |
193,818
-16,044
| -8% | -$1.24M | 0.33% | 107 |
|
|
2019
Q2 | $16.8M | Sell |
209,862
-16,836
| -7% | -$1.35M | 0.37% | 90 |
|
|
2019
Q1 | $16.3M | Buy |
226,698
+4,990
| +2% | +$360K | 0.37% | 86 |
|
|
2018
Q4 | $13.4M | Buy |
221,708
+39,333
| +22% | +$2.37M | 0.35% | 87 |
|
|
2018
Q3 | $13M | Buy |
+182,375
| New | +$13M | 0.36% | 102 |
|