Everett Harris & Co’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.3M | Sell |
136,026
-800
| -0.6% | -$213K | 0.47% | 31 |
|
|
2025
Q1 | $38.7M | Sell |
136,826
-1,870
| -1% | -$529K | 0.5% | 30 |
|
|
2024
Q4 | $33.2M | Sell |
138,696
-819
| -0.6% | -$196K | 0.42% | 31 |
|
|
2024
Q3 | $35.4M | Sell |
139,515
-2,985
| -2% | -$757K | 0.44% | 31 |
|
|
2024
Q2 | $29.6M | Sell |
142,500
-2,260
| -2% | -$469K | 0.38% | 32 |
|
|
2024
Q1 | $29.9M | Sell |
144,760
-2,005
| -1% | -$415K | 0.4% | 32 |
|
|
2023
Q4 | $23.4M | Sell |
146,765
-65,995
| -31% | -$10.5M | 0.33% | 33 |
|
|
2023
Q3 | $29.6M | Sell |
212,760
-64,460
| -23% | -$8.98M | 0.46% | 32 |
|
|
2023
Q2 | $36.7M | Sell |
277,220
-6,770
| -2% | -$896K | 0.56% | 32 |
|
|
2023
Q1 | $40.6M | Sell |
283,990
-36,950
| -12% | -$5.29M | 0.66% | 30 |
|
|
2022
Q4 | $41.6M | Sell |
320,940
-7,105
| -2% | -$922K | 0.72% | 31 |
|
|
2022
Q3 | $38.1M | Sell |
328,045
-3,705
| -1% | -$431K | 0.7% | 32 |
|
|
2022
Q2 | $38.6M | Sell |
331,750
-26,734
| -7% | -$3.11M | 0.67% | 32 |
|
|
2022
Q1 | $40.9M | Sell |
358,484
-1,285
| -0.4% | -$146K | 0.58% | 33 |
|
|
2021
Q4 | $36.9M | Sell |
359,769
-2,613
| -0.7% | -$268K | 0.51% | 37 |
|
|
2021
Q3 | $32.8M | Sell |
362,382
-1,242
| -0.3% | -$112K | 0.52% | 36 |
|
|
2021
Q2 | $35.7M | Buy |
363,624
+206
| +0.1% | +$20.2K | 0.57% | 36 |
|
|
2021
Q1 | $34.7M | Buy |
363,418
+1,135
| +0.3% | +$109K | 0.6% | 36 |
|
|
2020
Q4 | $35.8M | Buy |
362,283
+4,042
| +1% | +$400K | 0.63% | 34 |
|
|
2020
Q3 | $33.9M | Buy |
358,241
+10,355
| +3% | +$980K | 0.66% | 32 |
|
|
2020
Q2 | $27.9M | Buy |
347,886
+23,167
| +7% | +$1.86M | 0.61% | 34 |
|
|
2020
Q1 | $24M | Buy |
324,719
+36,140
| +13% | +$2.67M | 0.62% | 33 |
|
|
2019
Q4 | $20.9M | Buy |
288,579
+93,695
| +48% | +$6.78M | 0.47% | 37 |
|
|
2019
Q3 | $15.1M | Sell |
194,884
-21,339
| -10% | -$1.65M | 0.37% | 43 |
|
|
2019
Q2 | $17.3M | Buy |
216,223
+165,000
| +322% | +$13.2M | 0.43% | 40 |
|
|
2019
Q1 | $3.69M | Buy |
51,223
+5,365
| +12% | +$387K | 0.1% | 70 |
|
|
2018
Q4 | $2.77M | Buy |
45,858
+28,005
| +157% | +$1.69M | 0.08% | 78 |
|
|
2018
Q3 | $1.27M | Buy |
+17,853
| New | +$1.27M | 0.03% | 118 |
|