Creative Planning’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $23.8M | Buy |
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|
2025
Q2 | $23.7M | Buy |
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|
2025
Q1 | $24.9M | Buy |
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|
2024
Q4 | $18.3M | Buy |
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|
2024
Q3 | $17.9M | Buy |
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|
2024
Q2 | $12.7M | Sell |
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|
2024
Q1 | $20.5M | Sell |
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|
2023
Q4 | $16.4M | Buy |
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|
2023
Q3 | $13.3M | Sell |
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|
2023
Q2 | $14.5M | Sell |
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|
2023
Q1 | $15.8M | Buy |
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|
2022
Q4 | $12.2M | Buy |
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|
2022
Q3 | $9.52M | Sell |
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|
2022
Q2 | $10.2M | Buy |
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|
2022
Q1 | $8.72M | Buy |
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|
2021
Q4 | $6.97M | Sell |
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|
2021
Q3 | $6.26M | Buy |
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|
2021
Q2 | $1.66M | Sell |
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|
2021
Q1 | $1.86M | Buy |
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|
2020
Q4 | $1.76M | Buy |
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|
2020
Q3 | $1.63M | Sell |
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|
2020
Q2 | $1.64M | Buy |
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|
2020
Q1 | $1.27M | Buy |
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|
2019
Q4 | $1.22M | Sell |
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|
2019
Q3 | $1.31M | Sell |
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|
2019
Q2 | $1.39M | Buy |
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|
2019
Q1 | $1.22M | Buy |
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|
2018
Q4 | $1.01M | Buy |
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|
2018
Q3 | $1.02M | Buy |
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|
2018
Q2 | $825K | Buy |
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|
2018
Q1 | $832K | Buy |
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|
2017
Q4 | $674K | Buy |
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|
2017
Q3 | $392K | Buy |
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|
2017
Q2 | $252K | Buy |
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|
2017
Q1 | $223K | Buy |
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|
2016
Q4 | $97K | Sell |
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|
2016
Q3 | $125K | Sell |
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|
2016
Q2 | $136K | Buy |
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|
2016
Q1 | $75K | Buy |
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|
2015
Q4 | $61K | Sell |
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|
2015
Q3 | $88K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $58K | Buy |
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|
2014
Q4 | $42K | Buy |
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|
2014
Q3 | $32K | Buy |
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|
2014
Q2 | $30K | Hold |
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|
2014
Q1 | $29K | Hold |
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|
2013
Q4 | $32K | Sell |
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|
2013
Q3 | $48K | Buy |
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|
2013
Q2 | $16K | Buy |
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