Bank of Marin’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $462K | Buy |
1,732
+134
| +8% | +$35.8K | 0.35% | 89 |
|
|
2025
Q1 | $452K | Buy |
1,598
+79
| +5% | +$22.4K | 0.58% | 53 |
|
|
2024
Q4 | $364K | Sell |
1,519
-11
| -0.7% | -$2.64K | 0.29% | 96 |
|
|
2024
Q3 | $388K | Sell |
1,530
-740
| -33% | -$188K | 0.31% | 91 |
|
|
2024
Q2 | $472K | Sell |
2,270
-1,151
| -34% | -$239K | 0.41% | 80 |
|
|
2024
Q1 | $708K | Sell |
3,421
-674
| -16% | -$139K | 0.62% | 57 |
|
|
2023
Q4 | $652K | Sell |
4,095
-2,150
| -34% | -$342K | 0.58% | 59 |
|
|
2023
Q3 | $870K | Sell |
6,245
-290
| -4% | -$40.4K | 0.85% | 37 |
|
|
2023
Q2 | $865K | Buy |
6,535
+590
| +10% | +$78.1K | 0.81% | 35 |
|
|
2023
Q1 | $850K | Buy |
5,945
+288
| +5% | +$41.2K | 0.81% | 38 |
|
|
2022
Q4 | $734K | Buy |
5,657
+562
| +11% | +$72.9K | 0.69% | 55 |
|
|
2022
Q3 | $592K | Buy |
+5,095
| New | +$592K | 0.58% | 63 |
|
|
2021
Q3 | – | Sell |
-5,991
| Closed | -$588K | – | 123 |
|
|
2021
Q2 | $588K | Buy |
5,991
+70
| +1% | +$6.87K | 0.43% | 77 |
|
|
2021
Q1 | $566K | Buy |
5,921
+320
| +6% | +$30.6K | 0.45% | 79 |
|
|
2020
Q4 | $554K | Buy |
5,601
+93
| +2% | +$9.2K | 0.47% | 76 |
|
|
2020
Q3 | $521K | Hold |
5,508
| – | – | 0.54% | 71 |
|
|
2020
Q2 | $441K | Buy |
5,508
+93
| +2% | +$7.45K | 0.5% | 74 |
|
|
2020
Q1 | $400K | Buy |
5,415
+230
| +4% | +$17K | 0.55% | 63 |
|
|
2019
Q4 | $375K | Buy |
+5,185
| New | +$375K | 0.38% | 89 |
|