Choate Investment Advisors’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.7M | Buy |
73,748
+7,395
| +11% | +$1.97M | 0.43% | 34 |
|
|
2025
Q1 | $18.8M | Buy |
66,353
+11,684
| +21% | +$3.31M | 0.47% | 33 |
|
|
2024
Q4 | $13.1M | Buy |
54,669
+28,036
| +105% | +$6.72M | 0.31% | 42 |
|
|
2024
Q3 | $6.79M | Buy |
26,633
+22,995
| +632% | +$5.87M | 0.17% | 70 |
|
|
2024
Q2 | $756K | Buy |
3,638
+12
| +0.3% | +$2.49K | 0.02% | 214 |
|
|
2024
Q1 | $750K | Buy |
3,626
+6
| +0.2% | +$1.24K | 0.02% | 229 |
|
|
2023
Q4 | $577K | Buy |
3,620
+62
| +2% | +$9.88K | 0.02% | 233 |
|
|
2023
Q3 | $496K | Buy |
3,558
+1,331
| +60% | +$185K | 0.02% | 244 |
|
|
2023
Q2 | $295K | Buy |
2,227
+440
| +25% | +$58.2K | 0.01% | 240 |
|
|
2023
Q1 | $256K | Hold |
1,787
| – | – | 0.01% | 236 |
|
|
2022
Q4 | $232K | Hold |
1,787
| – | – | 0.01% | 248 |
|
|
2022
Q3 | $207K | Hold |
1,787
| – | – | 0.01% | 240 |
|
|
2022
Q2 | $207K | Hold |
1,787
| – | – | 0.01% | 248 |
|
|
2022
Q1 | $204K | Buy |
+1,787
| New | +$204K | 0.01% | 289 |
|
|
2021
Q2 | – | Sell |
-2,703
| Closed | -$258K | – | 366 |
|
|
2021
Q1 | $258K | Sell |
2,703
-57
| -2% | -$5.44K | 0.02% | 234 |
|
|
2020
Q4 | $273K | Buy |
2,760
+69
| +3% | +$6.83K | 0.02% | 213 |
|
|
2020
Q3 | $255K | Hold |
2,691
| – | – | 0.02% | 222 |
|
|
2020
Q2 | $216K | Buy |
+2,691
| New | +$216K | 0.02% | 231 |
|
|
2019
Q4 | – | Sell |
-2,691
| Closed | -$208K | – | 231 |
|
|
2019
Q3 | $208K | Hold |
2,691
| – | – | 0.01% | 218 |
|
|
2019
Q2 | $215K | Buy |
+2,691
| New | +$215K | 0.01% | 214 |
|
|
2017
Q4 | – | Sell |
-10,506
| Closed | -$509K | – | 244 |
|
|
2017
Q3 | $509K | Sell |
10,506
-420
| -4% | -$20.3K | 0.03% | 171 |
|
|
2017
Q2 | $482K | Hold |
10,926
| – | – | 0.03% | 169 |
|
|
2017
Q1 | $428K | Hold |
10,926
| – | – | 0.03% | 176 |
|
|
2016
Q4 | $388K | Hold |
10,926
| – | – | 0.02% | 175 |
|
|
2016
Q3 | $344K | Sell |
10,926
-765
| -7% | -$24.1K | 0.02% | 183 |
|
|
2016
Q2 | $392K | Sell |
11,691
-915
| -7% | -$30.7K | 0.03% | 163 |
|
|
2016
Q1 | $443K | Sell |
12,606
-11,199
| -47% | -$394K | 0.03% | 159 |
|
|
2015
Q4 | $642K | Hold |
23,805
| – | – | 0.05% | 145 |
|
|
2015
Q3 | $729K | Hold |
23,805
| – | – | 0.05% | 128 |
|
|
2015
Q2 | $662K | Hold |
23,805
| – | – | 0.04% | 137 |
|
|
2015
Q1 | $647K | Hold |
23,805
| – | – | 0.04% | 149 |
|
|
2014
Q4 | $642K | Hold |
23,805
| – | – | 0.04% | 146 |
|
|
2014
Q3 | $602K | Hold |
23,805
| – | – | 0.04% | 161 |
|
|
2014
Q2 | $604K | Hold |
23,805
| – | – | 0.04% | 158 |
|
|
2014
Q1 | $577K | Sell |
23,805
-3,675
| -13% | -$89K | 0.04% | 159 |
|
|
2013
Q4 | $749K | Hold |
27,480
| – | – | 0.05% | 143 |
|
|
2013
Q3 | $748K | Hold |
27,480
| – | – | 0.06% | 135 |
|
|
2013
Q2 | $699K | Buy |
+27,480
| New | +$699K | 0.06% | 139 |
|