Heartland Bank & Trust’s Progressive PGR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$711K Sell
2,665
-93
-3% -$24.8K 0.33% 73
2025
Q1
$781K Sell
2,758
-1,607
-37% -$455K 0.4% 60
2024
Q4
$1.05M Sell
4,365
-142
-3% -$34K 0.57% 36
2024
Q3
$1.14M Sell
4,507
-158
-3% -$40.1K 0.62% 28
2024
Q2
$969K Buy
4,665
+41
+0.9% +$8.52K 0.55% 35
2024
Q1
$956K Sell
4,624
-52
-1% -$10.8K 0.56% 40
2023
Q4
$745K Sell
4,676
-222
-5% -$35.4K 0.51% 49
2023
Q3
$682K Buy
4,898
+85
+2% +$11.8K 0.54% 48
2023
Q2
$637K Sell
4,813
-604
-11% -$80K 0.5% 55
2023
Q1
$775K Buy
5,417
+327
+6% +$46.8K 0.59% 46
2022
Q4
$660K Buy
+5,090
New +$660K 0.49% 50
2021
Q3
Sell
-7,621
Closed -$748K 117
2021
Q2
$748K Sell
7,621
-792
-9% -$77.7K 0.69% 40
2021
Q1
$804K Buy
8,413
+21
+0.3% +$2.01K 0.74% 45
2020
Q4
$830K Buy
+8,392
New +$830K 0.74% 46