Forum Financial Management’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Buy |
6,020
+645
| +12% | +$172K | 0.02% | 152 |
|
|
2025
Q1 | $1.52M | Buy |
5,375
+57
| +1% | +$16.1K | 0.03% | 149 |
|
|
2024
Q4 | $1.27M | Buy |
5,318
+351
| +7% | +$84.1K | 0.02% | 169 |
|
|
2024
Q3 | $1.26M | Buy |
4,967
+6
| +0.1% | +$1.52K | 0.02% | 154 |
|
|
2024
Q2 | $1.03M | Sell |
4,961
-437
| -8% | -$90.8K | 0.02% | 173 |
|
|
2024
Q1 | $1.12M | Hold |
5,398
| – | – | 0.02% | 173 |
|
|
2023
Q4 | $860K | Hold |
5,398
| – | – | 0.02% | 184 |
|
|
2023
Q3 | $752K | Hold |
5,398
| – | – | 0.02% | 196 |
|
|
2023
Q2 | $715K | Buy |
5,398
+9
| +0.2% | +$1.19K | 0.02% | 216 |
|
|
2023
Q1 | $771K | Sell |
5,389
-298
| -5% | -$42.6K | 0.02% | 177 |
|
|
2022
Q4 | $738K | Sell |
5,687
-33
| -0.6% | -$4.28K | 0.02% | 186 |
|
|
2022
Q3 | $665K | Hold |
5,720
| – | – | 0.03% | 168 |
|
|
2022
Q2 | $665K | Buy |
5,720
+1,299
| +29% | +$151K | 0.03% | 180 |
|
|
2022
Q1 | $503K | Buy |
4,421
+26
| +0.6% | +$2.96K | 0.02% | 240 |
|
|
2021
Q4 | $451K | Buy |
+4,395
| New | +$451K | 0.02% | 276 |
|