Montag & Associates’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $137K | Buy |
515
+37
| +8% | +$9.87K | 0.01% | 438 |
|
|
2025
Q1 | $135K | Buy |
478
+23
| +5% | +$6.51K | 0.01% | 455 |
|
|
2024
Q4 | $109K | Sell |
455
-50
| -10% | -$12K | 0.01% | 490 |
|
|
2024
Q3 | $128K | Sell |
505
-4
| -0.8% | -$1.02K | 0.01% | 472 |
|
|
2024
Q2 | $106K | Buy |
509
+24
| +5% | +$4.98K | 0.01% | 486 |
|
|
2024
Q1 | $100K | Hold |
485
| – | – | 0.01% | 484 |
|
|
2023
Q4 | $77.3K | Buy |
485
+73
| +18% | +$11.6K | ﹤0.01% | 502 |
|
|
2023
Q3 | $57.4K | Sell |
412
-104
| -20% | -$14.5K | ﹤0.01% | 522 |
|
|
2023
Q2 | $68.3K | Hold |
516
| – | – | ﹤0.01% | 508 |
|
|
2023
Q1 | $73.8K | Hold |
516
| – | – | ﹤0.01% | 490 |
|
|
2022
Q4 | $66.9K | Buy |
516
+116
| +29% | +$15K | ﹤0.01% | 498 |
|
|
2022
Q3 | $46K | Hold |
400
| – | – | ﹤0.01% | 548 |
|
|
2022
Q2 | $47K | Hold |
400
| – | – | ﹤0.01% | 539 |
|
|
2022
Q1 | $46K | Sell |
400
-150
| -27% | -$17.3K | ﹤0.01% | 578 |
|
|
2021
Q4 | $56K | Hold |
550
| – | – | ﹤0.01% | 553 |
|
|
2021
Q3 | $50K | Hold |
550
| – | – | ﹤0.01% | 564 |
|
|
2021
Q2 | $54K | Hold |
550
| – | – | ﹤0.01% | 541 |
|
|
2021
Q1 | $53K | Sell |
550
-91
| -14% | -$8.77K | ﹤0.01% | 555 |
|
|
2020
Q4 | $63K | Buy |
+641
| New | +$63K | ﹤0.01% | 511 |
|
|
2018
Q2 | – | Sell |
-13,234
| Closed | -$806K | – | 285 |
|
|
2018
Q1 | $806K | Buy |
+13,234
| New | +$806K | 0.08% | 185 |
|