Diversified Trust’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 | $1.29M | Sell |
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|
2025
Q2 | $4.25M | Sell |
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|
2025
Q1 | $4.77M | Sell |
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|
2024
Q4 | $4.62M | Sell |
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|
2024
Q3 | $6.53M | Buy |
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|
2024
Q2 | $2.9M | Buy |
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|
2024
Q1 | $1.66M | Buy |
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|
2023
Q4 | $1.26M | Buy |
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|
2023
Q3 | $437K | Buy |
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|
2023
Q2 | $371K | Sell |
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|
2023
Q1 | $505K | Sell |
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|
2022
Q4 | $657K | Buy |
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|
2022
Q3 | $327K | Buy |
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|
2022
Q2 | $298K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $476K | Buy |
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|
2020
Q4 | $440K | Sell |
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|
2020
Q3 | $489K | Buy |
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|
2020
Q2 | $276K | Buy |
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