J.W. Coons Advisors’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $587K | Hold |
2,200
| – | – | 0.13% | 143 |
|
|
2025
Q1 | $623K | Hold |
2,200
| – | – | 0.16% | 128 |
|
|
2024
Q4 | $527K | Hold |
2,200
| – | – | 0.14% | 140 |
|
|
2024
Q3 | $558K | Hold |
2,200
| – | – | 0.14% | 137 |
|
|
2024
Q2 | $457K | Hold |
2,200
| – | – | 0.11% | 149 |
|
|
2024
Q1 | $455K | Hold |
2,200
| – | – | 0.1% | 155 |
|
|
2023
Q4 | $350K | Hold |
2,200
| – | – | 0.09% | 173 |
|
|
2023
Q3 | $306K | Hold |
2,200
| – | – | 0.09% | 180 |
|
|
2023
Q2 | $291K | Buy |
2,200
+100
| +5% | +$13.2K | 0.08% | 196 |
|
|
2023
Q1 | $300K | Hold |
2,100
| – | – | 0.09% | 191 |
|
|
2022
Q4 | $272K | Hold |
2,100
| – | – | 0.08% | 196 |
|
|
2022
Q3 | $244K | Hold |
2,100
| – | – | 0.09% | 191 |
|
|
2022
Q2 | $245K | Hold |
2,100
| – | – | 0.09% | 211 |
|
|
2022
Q1 | $239K | Hold |
2,100
| – | – | 0.07% | 234 |
|
|
2021
Q4 | $215K | Buy |
+2,100
| New | +$215K | 0.07% | 238 |
|
|
2021
Q3 | – | Sell |
-2,400
| Closed | -$235K | – | 248 |
|
|
2021
Q2 | $235K | Sell |
2,400
-750
| -24% | -$73.4K | 0.08% | 200 |
|
|
2021
Q1 | $301K | Sell |
3,150
-250
| -7% | -$23.9K | 0.11% | 172 |
|
|
2020
Q4 | $337K | Hold |
3,400
| – | – | 0.13% | 154 |
|
|
2020
Q3 | $322K | Hold |
3,400
| – | – | 0.13% | 153 |
|
|
2020
Q2 | $272K | Hold |
3,400
| – | – | 0.12% | 158 |
|
|
2020
Q1 | $251K | Buy |
+3,400
| New | +$251K | 0.13% | 157 |
|