Center for Financial Planning’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $846K | Hold |
3,171
| – | – | 0.1% | 73 |
|
|
2025
Q1 | $897K | Hold |
3,171
| – | – | 0.11% | 64 |
|
|
2024
Q4 | $760K | Hold |
3,171
| – | – | 0.1% | 69 |
|
|
2024
Q3 | $805K | Sell |
3,171
-193
| -6% | -$49K | 0.11% | 63 |
|
|
2024
Q2 | $699K | Hold |
3,364
| – | – | 0.1% | 69 |
|
|
2024
Q1 | $696K | Buy |
3,364
+104
| +3% | +$21.5K | 0.1% | 68 |
|
|
2023
Q4 | $519K | Hold |
3,260
| – | – | 0.1% | 79 |
|
|
2023
Q3 | $454K | Hold |
3,260
| – | – | 0.1% | 83 |
|
|
2023
Q2 | $432K | Hold |
3,260
| – | – | 0.09% | 87 |
|
|
2023
Q1 | $466K | Hold |
3,260
| – | – | 0.11% | 82 |
|
|
2022
Q4 | $423K | Sell |
3,260
-27
| -0.8% | -$3.5K | 0.1% | 81 |
|
|
2022
Q3 | $382K | Buy |
3,287
+27
| +0.8% | +$3.14K | 0.1% | 84 |
|
|
2022
Q2 | $379K | Hold |
3,260
| – | – | 0.1% | 85 |
|
|
2022
Q1 | $372K | Hold |
3,260
| – | – | 0.08% | 96 |
|
|
2021
Q4 | $335K | Hold |
3,260
| – | – | 0.07% | 101 |
|
|
2021
Q3 | $295K | Hold |
3,260
| – | – | 0.07% | 103 |
|
|
2021
Q2 | $320K | Hold |
3,260
| – | – | 0.08% | 103 |
|
|
2021
Q1 | $312K | Hold |
3,260
| – | – | 0.08% | 98 |
|
|
2020
Q4 | $322K | Hold |
3,260
| – | – | 0.09% | 91 |
|
|
2020
Q3 | $309K | Hold |
3,260
| – | – | 0.1% | 87 |
|
|
2020
Q2 | $261K | Sell |
3,260
-88
| -3% | -$7.05K | 0.09% | 93 |
|
|
2020
Q1 | $247K | Buy |
3,348
+88
| +3% | +$6.49K | 0.08% | 98 |
|
|
2019
Q4 | $236K | Buy |
+3,260
| New | +$236K | 0.06% | 103 |
|