Oakworth Capital’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $231K | Hold |
864
| – | – | 0.01% | 198 |
|
|
2025
Q1 | $245K | Buy |
864
+33
| +4% | +$9.34K | 0.02% | 188 |
|
|
2024
Q4 | $199K | Buy |
831
+305
| +58% | +$73.1K | 0.01% | 215 |
|
|
2024
Q3 | $133K | Sell |
526
-117
| -18% | -$29.7K | 0.01% | 250 |
|
|
2024
Q2 | $134K | Hold |
643
| – | – | 0.01% | 240 |
|
|
2024
Q1 | $133K | Hold |
643
| – | – | 0.01% | 230 |
|
|
2023
Q4 | $102K | Buy |
643
+117
| +22% | +$18.6K | 0.01% | 245 |
|
|
2023
Q3 | $73.3K | Buy |
526
+137
| +35% | +$19.1K | 0.01% | 261 |
|
|
2023
Q2 | $51.5K | Hold |
389
| – | – | ﹤0.01% | 299 |
|
|
2023
Q1 | $55.7K | Hold |
389
| – | – | 0.01% | 287 |
|
|
2022
Q4 | $50.5K | Buy |
389
+89
| +30% | +$11.5K | ﹤0.01% | 280 |
|
|
2022
Q3 | $35K | Hold |
300
| – | – | ﹤0.01% | 336 |
|
|
2022
Q2 | $35K | Hold |
300
| – | – | ﹤0.01% | 337 |
|
|
2022
Q1 | $34K | Hold |
300
| – | – | ﹤0.01% | 337 |
|
|
2021
Q4 | $31K | Hold |
300
| – | – | ﹤0.01% | 380 |
|
|
2021
Q3 | $27K | Buy |
+300
| New | +$27K | ﹤0.01% | 376 |
|