Capital Planning Advisors’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.77M | Sell |
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|
2025
Q2 | $8.43M | Sell |
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|
2025
Q1 | $9.34M | Buy |
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|
2024
Q4 | $7.87M | Buy |
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|
2024
Q3 | $8.2M | Buy |
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|
2024
Q2 | $6.67M | Buy |
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|
2024
Q1 | $6.36M | Buy |
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|
2023
Q4 | $4.88M | Sell |
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|
2023
Q3 | $4.73M | Sell |
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|
2023
Q2 | $4.52M | Buy |
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|
2023
Q1 | $4.74M | Sell |
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|
2022
Q4 | $4.46M | Buy |
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|
2022
Q3 | $2.86M | Buy |
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|
2022
Q2 | $714K | Sell |
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|
2022
Q1 | $781K | Buy |
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|
2021
Q4 | $703K | Sell |
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|
2021
Q3 | $633K | Hold |
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|
2021
Q2 | $687K | Buy |
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|
2021
Q1 | $586K | Hold |
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|
2020
Q4 | $606K | Buy |
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|
2020
Q3 | $578K | Sell |
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|
2020
Q2 | $491K | Buy |
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|
2020
Q1 | $451K | Hold |
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|
2019
Q4 | $442K | Hold |
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|
2019
Q3 | $471K | Hold |
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|
2019
Q2 | $488K | Hold |
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|
2019
Q1 | $440K | Hold |
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|
2018
Q4 | $368K | Hold |
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|
2018
Q3 | $434K | Hold |
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|
2018
Q2 | $361K | Hold |
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|
2018
Q1 | $372K | Hold |
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|
2017
Q4 | $344K | Hold |
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|
2017
Q3 | $296K | Hold |
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|
2017
Q2 | $269K | Hold |
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|
2017
Q1 | $239K | Hold |
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|
2016
Q4 | $217K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $204K | Hold |
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|
2016
Q1 | $214K | Buy |
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