KCM Investment 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 | $464K | Buy |
1,737
+98
| +6% | +$26.2K | 0.02% | 272 |
|
2025
Q1 | $464K | Hold |
1,639
| – | – | 0.02% | 263 |
|
2024
Q4 | $393K | Hold |
1,639
| – | – | 0.01% | 280 |
|
2024
Q3 | $416K | Hold |
1,639
| – | – | 0.01% | 282 |
|
2024
Q2 | $340K | Buy |
1,639
+73
| +5% | +$15.2K | 0.01% | 299 |
|
2024
Q1 | $324K | Buy |
+1,566
| New | +$324K | 0.01% | 311 |
|
2023
Q2 | – | Sell |
-1,637
| Closed | -$234K | – | 403 |
|
2023
Q1 | $234K | Buy |
1,637
+31
| +2% | +$4.44K | 0.01% | 379 |
|
2022
Q4 | $208K | Buy |
+1,606
| New | +$208K | 0.01% | 382 |
|