Claro 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 | – | Sell |
-2,650
| Closed | -$750K | – | 475 |
|
|
2025
Q1 | $750K | Sell |
2,650
-20
| -0.7% | -$5.66K | 0.1% | 180 |
|
|
2024
Q4 | $640K | Sell |
2,670
-282
| -10% | -$67.6K | 0.09% | 205 |
|
|
2024
Q3 | $749K | Buy |
2,952
+1,593
| +117% | +$404K | 0.1% | 202 |
|
|
2024
Q2 | $282K | Sell |
1,359
-36
| -3% | -$7.48K | 0.04% | 336 |
|
|
2024
Q1 | $288K | Buy |
1,395
+33
| +2% | +$6.82K | 0.05% | 328 |
|
|
2023
Q4 | $217K | Sell |
1,362
-144
| -10% | -$22.9K | 0.05% | 363 |
|
|
2023
Q3 | $210K | Buy |
+1,506
| New | +$210K | 0.05% | 337 |
|
|
2023
Q2 | – | Sell |
-1,442
| Closed | -$206K | – | 395 |
|
|
2023
Q1 | $206K | Buy |
+1,442
| New | +$206K | 0.06% | 320 |
|
|
2020
Q1 | – | Sell |
-2,901
| Closed | -$210K | – | 179 |
|
|
2019
Q4 | $210K | Buy |
2,901
+41
| +1% | +$2.97K | 0.16% | 159 |
|
|
2019
Q3 | $221K | Sell |
2,860
-122
| -4% | -$9.43K | 0.2% | 144 |
|
|
2019
Q2 | $238K | Hold |
2,982
| – | – | 0.22% | 133 |
|
|
2019
Q1 | $215K | Buy |
2,982
+642
| +27% | +$46.3K | 0.21% | 135 |
|
|
2018
Q4 | $166K | Buy |
+2,340
| New | +$166K | 0.13% | 155 |
|