CI
Cavalier Investments’s Progressive PGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-17,254
| Closed | -$4.88M | – | 83 |
|
|
2025
Q1 | $4.88M | Sell |
17,254
-28
| -0.2% | -$7.92K | 1.66% | 17 |
|
|
2024
Q4 | $4.14M | Buy |
17,282
+712
| +4% | +$171K | 1.38% | 15 |
|
|
2024
Q3 | $4.2M | Buy |
16,570
+1,035
| +7% | +$263K | 1.29% | 20 |
|
|
2024
Q2 | $3.23M | Buy |
15,535
+5,455
| +54% | +$1.13M | 0.99% | 22 |
|
|
2024
Q1 | $2.08M | Buy |
+10,080
| New | +$2.08M | 0.76% | 36 |
|
|
2019
Q4 | – | Sell |
-20,900
| Closed | -$1.62M | – | 143 |
|
|
2019
Q3 | $1.62M | Hold |
20,900
| – | – | 0.7% | 45 |
|
|
2019
Q2 | $1.67M | Buy |
20,900
+8,900
| +74% | +$712K | 0.7% | 42 |
|
|
2019
Q1 | $865K | Hold |
12,000
| – | – | 0.36% | 72 |
|
|
2018
Q4 | $724K | Hold |
12,000
| – | – | 0.23% | 84 |
|
|
2018
Q3 | $852K | Buy |
+12,000
| New | +$852K | 0.25% | 87 |
|