Castleview Partners’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
$529K Buy
2025
Q2
$418K Sell
2025
Q1
$452K Sell
2024
Q4
$420K Buy
2024
Q3
$434K Buy
2024
Q2
$346K Sell
2024
Q1
$457K Buy
2023
Q4
$343K Buy
2023
Q3
$299K Buy
2023
Q2
$267K Sell
2023
Q1
$298K Buy
2022
Q4
$268K Buy
2022
Q3
$230K Buy
2022
Q2
$24.7K Sell
2022
Q1
$318K Sell
2021
Q4
$2.69K Buy
2021
Q2
$71K Buy