LPL 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 | $141M | Buy |
530,223
+47,447
| +10% | +$12.7M | 0.05% | 360 |
|
2025
Q1 | $137M | Buy |
482,776
+9,099
| +2% | +$2.58M | 0.05% | 328 |
|
2024
Q4 | $113M | Buy |
473,677
+82,404
| +21% | +$19.7M | 0.05% | 360 |
|
2024
Q3 | $99.3M | Buy |
391,273
+66,628
| +21% | +$16.9M | 0.04% | 371 |
|
2024
Q2 | $67.4M | Buy |
324,645
+76,604
| +31% | +$15.9M | 0.03% | 467 |
|
2024
Q1 | $51.3M | Buy |
248,041
+46,492
| +23% | +$9.62M | 0.03% | 539 |
|
2023
Q4 | $32.1M | Buy |
201,549
+40,568
| +25% | +$6.46M | 0.02% | 667 |
|
2023
Q3 | $22.4M | Sell |
160,981
-16,116
| -9% | -$2.24M | 0.02% | 752 |
|
2023
Q2 | $23.4M | Sell |
177,097
-21,892
| -11% | -$2.9M | 0.02% | 725 |
|
2023
Q1 | $28.5M | Sell |
198,989
-1,129
| -0.6% | -$162K | 0.02% | 610 |
|
2022
Q4 | $26M | Sell |
200,118
-14,484
| -7% | -$1.88M | 0.02% | 601 |
|
2022
Q3 | $24.9M | Buy |
214,602
+58,506
| +37% | +$6.8M | 0.02% | 550 |
|
2022
Q2 | $18.1M | Buy |
156,096
+7,823
| +5% | +$910K | 0.02% | 679 |
|
2022
Q1 | $16.9M | Buy |
148,273
+12,449
| +9% | +$1.42M | 0.01% | 739 |
|
2021
Q4 | $13.9M | Sell |
135,824
-6,677
| -5% | -$685K | 0.01% | 837 |
|
2021
Q3 | $12.9M | Buy |
142,501
+5,563
| +4% | +$503K | 0.01% | 818 |
|
2021
Q2 | $13.4M | Buy |
136,938
+12,683
| +10% | +$1.25M | 0.01% | 757 |
|
2021
Q1 | $11.9M | Buy |
124,255
+6,340
| +5% | +$606K | 0.01% | 745 |
|
2020
Q4 | $11.7M | Sell |
117,915
-10,321
| -8% | -$1.02M | 0.02% | 684 |
|
2020
Q3 | $12.1M | Buy |
128,236
+2,170
| +2% | +$205K | 0.02% | 564 |
|
2020
Q2 | $10.1M | Buy |
126,066
+5,130
| +4% | +$411K | 0.02% | 585 |
|
2020
Q1 | $8.93M | Buy |
120,936
+41,353
| +52% | +$3.05M | 0.02% | 536 |
|
2019
Q4 | $5.76M | Sell |
79,583
-3,874
| -5% | -$280K | 0.01% | 784 |
|
2019
Q3 | $6.45M | Sell |
83,457
-5,196
| -6% | -$401K | 0.01% | 693 |
|
2019
Q2 | $7.09M | Buy |
88,653
+16,868
| +23% | +$1.35M | 0.02% | 639 |
|
2019
Q1 | $5.18M | Sell |
71,785
-2,944
| -4% | -$212K | 0.01% | 740 |
|
2018
Q4 | $4.51M | Buy |
74,729
+8,090
| +12% | +$488K | 0.01% | 711 |
|
2018
Q3 | $4.73M | Buy |
66,639
+5,580
| +9% | +$396K | 0.01% | 759 |
|
2018
Q2 | $3.61M | Sell |
61,059
-6,310
| -9% | -$373K | 0.01% | 850 |
|
2018
Q1 | $4.11M | Buy |
67,369
+7,522
| +13% | +$458K | 0.01% | 774 |
|
2017
Q4 | $3.37M | Buy |
59,847
+10,008
| +20% | +$564K | 0.01% | 804 |
|
2017
Q3 | $2.41M | Buy |
49,839
+12,814
| +35% | +$620K | 0.01% | 888 |
|
2017
Q2 | $1.63M | Buy |
37,025
+3,647
| +11% | +$161K | 0.01% | 1053 |
|
2017
Q1 | $1.31M | Sell |
33,378
-558
| -2% | -$21.9K | 0.01% | 1078 |
|
2016
Q4 | $1.21M | Buy |
33,936
+782
| +2% | +$27.8K | 0.01% | 1093 |
|
2016
Q3 | $1.02M | Buy |
33,154
+1,164
| +4% | +$36K | 0.01% | 1174 |
|
2016
Q2 | $1.06M | Sell |
31,990
-13,573
| -30% | -$449K | 0.01% | 1128 |
|
2016
Q1 | $1.58M | Sell |
45,563
-2,031
| -4% | -$70.4K | ﹤0.01% | 1344 |
|
2015
Q4 | $1.5M | Buy |
+47,594
| New | +$1.5M | ﹤0.01% | 1367 |
|
2014
Q4 | – | Sell |
-174,886
| Closed | -$4.4M | – | 2775 |
|
2014
Q3 | $4.4M | Buy |
174,886
+103
| +0.1% | +$2.59K | 0.03% | 513 |
|
2014
Q2 | $4.43M | Buy |
174,783
+350
| +0.2% | +$8.88K | 0.03% | 528 |
|
2014
Q1 | $4.23M | Sell |
174,433
-1,565
| -0.9% | -$37.9K | 0.03% | 502 |
|
2013
Q4 | $4.8M | Buy |
175,998
+1,280
| +0.7% | +$34.9K | 0.03% | 457 |
|
2013
Q3 | $4.68M | Hold |
174,718
| – | – | 0.03% | 441 |
|
2013
Q2 | $4.44M | Buy |
+174,718
| New | +$4.44M | 0.03% | 416 |
|