Caldwell Trust’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.97K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $252K | Hold |
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|
2024
Q1 | $251K | Buy |
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|
2023
Q4 | $186K | Hold |
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|
2023
Q3 | $162K | Sell |
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|
2023
Q2 | $228K | Hold |
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|
2023
Q1 | $247K | Buy |
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|
2022
Q4 | $38.9K | Hold |
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|
2022
Q3 | $34.9K | Hold |
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|
2022
Q2 | $34.9K | Hold |
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|
2022
Q1 | $34.2K | Hold |
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|
2021
Q4 | $30.8K | Hold |
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|
2021
Q3 | $27.1K | Hold |
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|
2021
Q2 | $29.5K | Hold |
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|
2021
Q1 | $28.7K | Hold |
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|
2020
Q4 | $29.7K | Hold |
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|
2020
Q3 | $28.4K | Hold |
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|
2020
Q2 | $24K | Hold |
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|
2020
Q1 | $22.2K | Hold |
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|
2019
Q4 | $21.7K | Buy |
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