Geneos Wealth 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 | $11.7M | Sell |
43,723
-34,930
| -44% | -$9.32M | 0.29% | 81 |
|
|
2025
Q1 | $22.3M | Buy |
78,653
+52,482
| +201% | +$14.9M | 0.32% | 76 |
|
|
2024
Q4 | $6.27M | Buy |
26,171
+541
| +2% | +$130K | 0.22% | 103 |
|
|
2024
Q3 | $6.5M | Buy |
25,630
+584
| +2% | +$148K | 0.25% | 95 |
|
|
2024
Q2 | $5.2M | Buy |
25,046
+299
| +1% | +$62.1K | 0.23% | 97 |
|
|
2024
Q1 | $5.12M | Buy |
24,747
+465
| +2% | +$96.2K | 0.23% | 108 |
|
|
2023
Q4 | $3.87M | Sell |
24,282
-577
| -2% | -$91.9K | 0.19% | 134 |
|
|
2023
Q3 | $3.46M | Buy |
24,859
+408
| +2% | +$56.8K | 0.18% | 146 |
|
|
2023
Q2 | $3.24M | Buy |
24,451
+1,506
| +7% | +$199K | 0.17% | 155 |
|
|
2023
Q1 | $3.28M | Sell |
22,945
-3,706
| -14% | -$530K | 0.2% | 135 |
|
|
2022
Q4 | $3.46M | Buy |
26,651
+2,191
| +9% | +$284K | 0.21% | 124 |
|
|
2022
Q3 | $2.84M | Buy |
24,460
+782
| +3% | +$90.9K | 0.2% | 124 |
|
|
2022
Q2 | $2.81M | Buy |
23,678
+1,570
| +7% | +$186K | 0.14% | 168 |
|
|
2022
Q1 | $2.52M | Buy |
22,108
+3,750
| +20% | +$427K | 0.11% | 199 |
|
|
2021
Q4 | $1.88M | Buy |
18,358
+757
| +4% | +$77.7K | 0.07% | 260 |
|
|
2021
Q3 | $1.6M | Buy |
17,601
+1,782
| +11% | +$162K | 0.06% | 284 |
|
|
2021
Q2 | $1.57M | Buy |
15,819
+14,809
| +1,466% | +$1.47M | 0.06% | 272 |
|
|
2021
Q1 | $101K | Buy |
1,010
+5
| +0.5% | +$500 | ﹤0.01% | 1307 |
|
|
2020
Q4 | $85K | Buy |
1,005
+750
| +294% | +$63.4K | ﹤0.01% | 1205 |
|
|
2020
Q3 | $23K | Buy |
255
+150
| +143% | +$13.5K | ﹤0.01% | 1596 |
|
|
2020
Q2 | $8K | Hold |
105
| – | – | ﹤0.01% | 1989 |
|
|
2020
Q1 | $7K | Sell |
105
-1,962
| -95% | -$131K | ﹤0.01% | 1943 |
|
|
2019
Q4 | $149K | Buy |
2,067
+25
| +1% | +$1.8K | 0.01% | 803 |
|
|
2019
Q3 | $157K | Sell |
2,042
-94
| -4% | -$7.23K | 0.01% | 737 |
|
|
2019
Q2 | $170K | Sell |
2,136
-175
| -8% | -$13.9K | 0.01% | 722 |
|
|
2019
Q1 | $166K | Sell |
2,311
-418
| -15% | -$30K | 0.01% | 709 |
|
|
2018
Q4 | $162K | Sell |
2,729
-213
| -7% | -$12.6K | 0.01% | 668 |
|
|
2018
Q3 | $208K | Buy |
2,942
+2,474
| +529% | +$175K | 0.01% | 629 |
|
|
2018
Q2 | $27K | Buy |
468
+432
| +1,200% | +$24.9K | ﹤0.01% | 1332 |
|
|
2018
Q1 | $2K | Hold |
36
| – | – | ﹤0.01% | 2055 |
|
|
2017
Q4 | $2K | Hold |
36
| – | – | ﹤0.01% | 2045 |
|
|
2017
Q3 | $1K | Hold |
36
| – | – | ﹤0.01% | 2068 |
|
|
2017
Q2 | $1K | Hold |
36
| – | – | ﹤0.01% | 2019 |
|
|
2017
Q1 | $1K | Hold |
36
| – | – | ﹤0.01% | 2010 |
|
|
2016
Q4 | $1K | Hold |
36
| – | – | ﹤0.01% | 1983 |
|
|
2016
Q3 | $1K | Hold |
36
| – | – | ﹤0.01% | 1909 |
|
|
2016
Q2 | $1K | Hold |
36
| – | – | ﹤0.01% | 1760 |
|
|
2016
Q1 | $1K | Buy |
+36
| New | +$1K | ﹤0.01% | 1741 |
|