Creative 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 | $23.7M | Buy |
88,878
+763
| +0.9% | +$204K | 0.02% | 300 |
|
|
2025
Q1 | $24.9M | Buy |
88,115
+11,915
| +16% | +$3.37M | 0.02% | 278 |
|
|
2024
Q4 | $18.3M | Buy |
76,200
+5,757
| +8% | +$1.38M | 0.02% | 314 |
|
|
2024
Q3 | $17.9M | Buy |
70,443
+9,114
| +15% | +$2.31M | 0.02% | 303 |
|
|
2024
Q2 | $12.7M | Sell |
61,329
-37,762
| -38% | -$7.84M | 0.01% | 357 |
|
|
2024
Q1 | $20.5M | Sell |
99,091
-3,956
| -4% | -$818K | 0.02% | 256 |
|
|
2023
Q4 | $16.4M | Buy |
103,047
+7,392
| +8% | +$1.18M | 0.03% | 281 |
|
|
2023
Q3 | $13.3M | Sell |
95,655
-14,093
| -13% | -$1.96M | 0.02% | 301 |
|
|
2023
Q2 | $14.5M | Sell |
109,748
-396
| -0.4% | -$52.4K | 0.02% | 280 |
|
|
2023
Q1 | $15.8M | Buy |
110,144
+16,353
| +17% | +$2.34M | 0.02% | 252 |
|
|
2022
Q4 | $12.2M | Buy |
93,791
+11,841
| +14% | +$1.54M | 0.02% | 296 |
|
|
2022
Q3 | $9.52M | Sell |
81,950
-5,503
| -6% | -$639K | 0.02% | 316 |
|
|
2022
Q2 | $10.2M | Buy |
87,453
+10,917
| +14% | +$1.27M | 0.02% | 318 |
|
|
2022
Q1 | $8.72M | Buy |
76,536
+8,582
| +13% | +$978K | 0.01% | 340 |
|
|
2021
Q4 | $6.98M | Sell |
67,954
-1,357
| -2% | -$139K | 0.01% | 350 |
|
|
2021
Q3 | $6.27M | Buy |
69,311
+52,422
| +310% | +$4.74M | 0.01% | 363 |
|
|
2021
Q2 | $1.66M | Sell |
16,889
-2,568
| -13% | -$252K | ﹤0.01% | 741 |
|
|
2021
Q1 | $1.86M | Buy |
19,457
+1,632
| +9% | +$156K | ﹤0.01% | 754 |
|
|
2020
Q4 | $1.76M | Buy |
17,825
+590
| +3% | +$58.4K | ﹤0.01% | 713 |
|
|
2020
Q3 | $1.63M | Sell |
17,235
-3,290
| -16% | -$312K | ﹤0.01% | 625 |
|
|
2020
Q2 | $1.64M | Buy |
20,525
+3,279
| +19% | +$263K | ﹤0.01% | 555 |
|
|
2020
Q1 | $1.27M | Buy |
17,246
+398
| +2% | +$29.4K | ﹤0.01% | 556 |
|
|
2019
Q4 | $1.22M | Sell |
16,848
-62
| -0.4% | -$4.49K | ﹤0.01% | 701 |
|
|
2019
Q3 | $1.31M | Sell |
16,910
-437
| -3% | -$33.8K | ﹤0.01% | 646 |
|
|
2019
Q2 | $1.39M | Buy |
17,347
+451
| +3% | +$36.1K | ﹤0.01% | 618 |
|
|
2019
Q1 | $1.22M | Buy |
16,896
+137
| +0.8% | +$9.88K | ﹤0.01% | 646 |
|
|
2018
Q4 | $1.01M | Buy |
16,759
+2,423
| +17% | +$146K | ﹤0.01% | 657 |
|
|
2018
Q3 | $1.02M | Buy |
14,336
+388
| +3% | +$27.6K | ﹤0.01% | 756 |
|
|
2018
Q2 | $825K | Buy |
13,948
+286
| +2% | +$16.9K | ﹤0.01% | 839 |
|
|
2018
Q1 | $832K | Buy |
13,662
+1,692
| +14% | +$103K | ﹤0.01% | 826 |
|
|
2017
Q4 | $674K | Buy |
11,970
+3,873
| +48% | +$218K | ﹤0.01% | 901 |
|
|
2017
Q3 | $392K | Buy |
8,097
+2,374
| +41% | +$115K | ﹤0.01% | 1158 |
|
|
2017
Q2 | $252K | Buy |
5,723
+23
| +0.4% | +$1.01K | ﹤0.01% | 1369 |
|
|
2017
Q1 | $223K | Buy |
5,700
+2,973
| +109% | +$116K | ﹤0.01% | 1412 |
|
|
2016
Q4 | $97K | Sell |
2,727
-1,235
| -31% | -$43.9K | ﹤0.01% | 1876 |
|
|
2016
Q3 | $125K | Sell |
3,962
-96
| -2% | -$3.03K | ﹤0.01% | 1683 |
|
|
2016
Q2 | $136K | Buy |
4,058
+1,910
| +89% | +$64K | ﹤0.01% | 1467 |
|
|
2016
Q1 | $75K | Buy |
2,148
+223
| +12% | +$7.79K | ﹤0.01% | 1801 |
|
|
2015
Q4 | $61K | Sell |
1,925
-940
| -33% | -$29.8K | ﹤0.01% | 1935 |
|
|
2015
Q3 | $88K | Buy |
+2,865
| New | +$88K | ﹤0.01% | 1651 |
|
|
2015
Q2 | – | Sell |
-2,125
| Closed | -$58K | – | 2351 |
|
|
2015
Q1 | $58K | Buy |
2,125
+570
| +37% | +$15.6K | ﹤0.01% | 1913 |
|
|
2014
Q4 | $42K | Buy |
1,555
+273
| +21% | +$7.37K | ﹤0.01% | 2109 |
|
|
2014
Q3 | $32K | Buy |
1,282
+100
| +8% | +$2.5K | ﹤0.01% | 2188 |
|
|
2014
Q2 | $30K | Hold |
1,182
| – | – | ﹤0.01% | 2202 |
|
|
2014
Q1 | $29K | Hold |
1,182
| – | – | ﹤0.01% | 2140 |
|
|
2013
Q4 | $32K | Sell |
1,182
-582
| -33% | -$15.8K | ﹤0.01% | 1908 |
|
|
2013
Q3 | $48K | Buy |
1,764
+1,145
| +185% | +$31.2K | ﹤0.01% | 1539 |
|
|
2013
Q2 | $16K | Buy |
+619
| New | +$16K | ﹤0.01% | 2057 |
|