CA
Clearstead Advisors’s Progressive PGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.2M | Buy |
90,549
+891
| +1% | +$238K | 0.34% | 59 |
|
|
2025
Q1 | $25.4M | Sell |
89,658
-275
| -0.3% | -$77.8K | 0.39% | 55 |
|
|
2024
Q4 | $21.5M | Sell |
89,933
-903
| -1% | -$216K | 0.33% | 69 |
|
|
2024
Q3 | $23.1M | Buy |
90,836
+329
| +0.4% | +$83.5K | 0.36% | 59 |
|
|
2024
Q2 | $18.8M | Buy |
90,507
+8,235
| +10% | +$1.71M | 0.32% | 67 |
|
|
2024
Q1 | $17.5M | Buy |
82,272
+6,171
| +8% | +$1.31M | 0.87% | 24 |
|
|
2023
Q4 | $12.1M | Sell |
76,101
-83,241
| -52% | -$13.3M | 0.64% | 32 |
|
|
2023
Q3 | $22.2M | Buy |
159,342
+81,729
| +105% | +$11.4M | 0.64% | 35 |
|
|
2023
Q2 | $10.3M | Sell |
77,613
-323
| -0.4% | -$42.8K | 0.62% | 36 |
|
|
2023
Q1 | $11.1M | Sell |
77,936
-758
| -1% | -$108K | 0.81% | 23 |
|
|
2022
Q4 | $10.2M | Sell |
78,694
-2,202
| -3% | -$286K | 0.8% | 26 |
|
|
2022
Q3 | $9.4M | Buy |
80,896
+143
| +0.2% | +$16.6K | 0.87% | 23 |
|
|
2022
Q2 | $9.39M | Buy |
80,753
+2,008
| +3% | +$233K | 0.73% | 32 |
|
|
2022
Q1 | $8.98M | Sell |
78,745
-211
| -0.3% | -$24.1K | 0.61% | 35 |
|
|
2021
Q4 | $8.11M | Sell |
78,956
-2,024
| -2% | -$208K | 0.55% | 37 |
|
|
2021
Q3 | $7.32M | Buy |
80,980
+5,392
| +7% | +$487K | 0.55% | 37 |
|
|
2021
Q2 | $7.42M | Buy |
75,588
+16
| +0% | +$1.57K | 0.57% | 35 |
|
|
2021
Q1 | $7.23M | Sell |
75,572
-2,234
| -3% | -$214K | 0.6% | 35 |
|
|
2020
Q4 | $7.69M | Buy |
77,806
+215
| +0.3% | +$21.3K | 0.7% | 33 |
|
|
2020
Q3 | $7.35M | Sell |
77,591
-2,891
| -4% | -$274K | 0.79% | 26 |
|
|
2020
Q2 | $6.45M | Sell |
80,482
-5,000
| -6% | -$401K | 0.75% | 31 |
|
|
2020
Q1 | $6.31M | Sell |
85,482
-5,115
| -6% | -$378K | 0.92% | 19 |
|
|
2019
Q4 | $6.56M | Sell |
90,597
-1,901
| -2% | -$138K | 0.8% | 29 |
|
|
2019
Q3 | $7.15M | Buy |
92,498
+4,654
| +5% | +$359K | 0.96% | 19 |
|
|
2019
Q2 | $7.02M | Sell |
87,844
-1,050
| -1% | -$83.9K | 0.94% | 20 |
|
|
2019
Q1 | $6.41M | Sell |
88,894
-2,025
| -2% | -$146K | 0.88% | 21 |
|
|
2018
Q4 | $5.49M | Sell |
90,919
-1,400
| -2% | -$84.5K | 0.85% | 25 |
|
|
2018
Q3 | $6.56M | Buy |
92,319
+1,025
| +1% | +$72.8K | 0.9% | 20 |
|
|
2018
Q2 | $5.4M | Sell |
91,294
-2,975
| -3% | -$176K | 0.77% | 22 |
|
|
2018
Q1 | $5.74M | Sell |
94,269
-1,635
| -2% | -$99.6K | 0.83% | 22 |
|
|
2017
Q4 | $5.4M | Buy |
95,904
+2,000
| +2% | +$113K | 0.73% | 26 |
|
|
2017
Q3 | $4.55M | Buy |
93,904
+312
| +0.3% | +$15.1K | 0.59% | 37 |
|
|
2017
Q2 | $4.13M | Sell |
93,592
-18,245
| -16% | -$805K | 0.6% | 38 |
|
|
2017
Q1 | $4.38M | Sell |
111,837
-150
| -0.1% | -$5.88K | 0.64% | 32 |
|
|
2016
Q4 | $3.98M | Buy |
+111,987
| New | +$3.98M | 0.64% | 36 |
|