Jacobi Capital 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 | $584K | Buy |
2,187
+17
| +0.8% | +$4.54K | 0.04% | 344 |
|
2025
Q1 | $614K | Buy |
2,170
+45
| +2% | +$12.7K | 0.05% | 328 |
|
2024
Q4 | $509K | Sell |
2,125
-83
| -4% | -$19.9K | 0.04% | 341 |
|
2024
Q3 | $560K | Sell |
2,208
-2
| -0.1% | -$508 | 0.04% | 324 |
|
2024
Q2 | $459K | Buy |
2,210
+8
| +0.4% | +$1.66K | 0.04% | 330 |
|
2024
Q1 | $455K | Sell |
2,202
-154
| -7% | -$31.8K | 0.04% | 323 |
|
2023
Q4 | $375K | Buy |
+2,356
| New | +$375K | 0.04% | 339 |
|
2021
Q4 | – | Sell |
-170
| Closed | -$15K | – | 1062 |
|
2021
Q3 | $15K | Hold |
170
| – | – | ﹤0.01% | 961 |
|
2021
Q2 | $17K | Hold |
170
| – | – | ﹤0.01% | 885 |
|
2021
Q1 | $16K | Sell |
170
-9
| -5% | -$847 | ﹤0.01% | 835 |
|
2020
Q4 | $18K | Buy |
179
+9
| +5% | +$905 | ﹤0.01% | 744 |
|
2020
Q3 | $16K | Hold |
170
| – | – | ﹤0.01% | 721 |
|
2020
Q2 | $14K | Hold |
170
| – | – | ﹤0.01% | 720 |
|
2020
Q1 | $13K | Buy |
170
+70
| +70% | +$5.35K | ﹤0.01% | 660 |
|
2019
Q4 | $7K | Hold |
100
| – | – | ﹤0.01% | 811 |
|
2019
Q3 | $8K | Hold |
100
| – | – | ﹤0.01% | 766 |
|
2019
Q2 | $8K | Hold |
100
| – | – | ﹤0.01% | 768 |
|
2019
Q1 | $7K | Hold |
100
| – | – | ﹤0.01% | 742 |
|
2018
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 733 |
|
2018
Q3 | $7K | Hold |
100
| – | – | ﹤0.01% | 746 |
|
2018
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 793 |
|
2018
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 776 |
|
2017
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 754 |
|
2017
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 759 |
|
2017
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 678 |
|
2017
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 575 |
|
2016
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 525 |
|
2016
Q3 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 612 |
|