Cumberland Partners’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.1M | Buy |
37,849
+17,784
| +89% | +$4.75M | 0.7% | 33 |
|
|
2025
Q1 | $5.68M | Buy |
20,065
+12,385
| +161% | +$3.51M | 0.44% | 47 |
|
|
2024
Q4 | $1.84M | Buy |
7,680
+1,180
| +18% | +$283K | 0.13% | 108 |
|
|
2024
Q3 | $1.65M | Buy |
6,500
+3,500
| +117% | +$888K | 0.11% | 108 |
|
|
2024
Q2 | $623K | Buy |
+3,000
| New | +$623K | 0.05% | 148 |
|
|
2023
Q2 | – | Sell |
-6,750
| Closed | -$966K | – | 177 |
|
|
2023
Q1 | $966K | Buy |
+6,750
| New | +$966K | 0.09% | 106 |
|
|
2021
Q1 | – | Sell |
-3,010
| Closed | -$297K | – | 191 |
|
|
2020
Q4 | $297K | Hold |
3,010
| – | – | 0.03% | 153 |
|
|
2020
Q3 | $284K | Hold |
3,010
| – | – | 0.03% | 138 |
|
|
2020
Q2 | $241K | Sell |
3,010
-2,860
| -49% | -$229K | 0.03% | 147 |
|
|
2020
Q1 | $433K | Sell |
5,870
-3,680
| -39% | -$271K | 0.05% | 130 |
|
|
2019
Q4 | $691K | Sell |
9,550
-1,800
| -16% | -$130K | 0.06% | 129 |
|
|
2019
Q3 | $877K | Buy |
11,350
+3,235
| +40% | +$250K | 0.08% | 108 |
|
|
2019
Q2 | $649K | Hold |
8,115
| – | – | 0.06% | 123 |
|
|
2019
Q1 | $585K | Buy |
8,115
+4,515
| +125% | +$325K | 0.06% | 127 |
|
|
2018
Q4 | $217K | Buy |
+3,600
| New | +$217K | 0.02% | 159 |
|