Gries Financial’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $839K | Buy |
3,145
+461
| +17% | +$123K | 0.15% | 131 |
|
|
2025
Q1 | $760K | Buy |
2,684
+569
| +27% | +$161K | 0.15% | 132 |
|
|
2024
Q4 | $507K | Sell |
2,115
-215
| -9% | -$51.5K | 0.09% | 165 |
|
|
2024
Q3 | $591K | Sell |
2,330
-17
| -0.7% | -$4.31K | 0.11% | 155 |
|
|
2024
Q2 | $487K | Sell |
2,347
-1,227
| -34% | -$255K | 0.1% | 150 |
|
|
2024
Q1 | $739K | Sell |
3,574
-1,672
| -32% | -$346K | 0.12% | 141 |
|
|
2023
Q4 | $836K | Buy |
5,246
+834
| +19% | +$133K | 0.18% | 99 |
|
|
2023
Q3 | $615K | Buy |
4,412
+3
| +0.1% | +$418 | 0.17% | 111 |
|
|
2023
Q2 | $584K | Sell |
4,409
-3,055
| -41% | -$404K | 0.16% | 105 |
|
|
2023
Q1 | $1.07M | Sell |
7,464
-891
| -11% | -$127K | 0.32% | 79 |
|
|
2022
Q4 | $1.08M | Sell |
8,355
-135,574
| -94% | -$17.6M | 0.36% | 75 |
|
|
2022
Q3 | $16.7M | Hold |
143,929
| – | – | 7.08% | 2 |
|
|
2022
Q2 | $16.7M | Sell |
143,929
-4,075
| -3% | -$474K | 7.96% | 2 |
|
|
2022
Q1 | $16.9M | Sell |
148,004
-3,846
| -3% | -$438K | 6.21% | 2 |
|
|
2021
Q4 | $15.6M | Sell |
151,850
-336
| -0.2% | -$34.5K | 6.37% | 2 |
|
|
2021
Q3 | $13.8M | Sell |
152,186
-3,755
| -2% | -$339K | 4.32% | 3 |
|
|
2021
Q2 | $14.9M | Hold |
155,941
| – | – | 4.77% | 3 |
|
|
2021
Q1 | $16.5M | Buy |
+155,941
| New | +$16.5M | 5.28% | 3 |
|