PB Investment Partners’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.5M | Sell |
58,086
-6,936
| -11% | -$1.85M | 10.54% | 6 |
|
|
2025
Q1 | $18.4M | Sell |
65,022
-1,834
| -3% | -$519K | 14.57% | 4 |
|
|
2024
Q4 | $16M | Sell |
66,856
-11,959
| -15% | -$2.87M | 12% | 6 |
|
|
2024
Q3 | $20M | Sell |
78,815
-89,090
| -53% | -$22.6M | 16.99% | 3 |
|
|
2024
Q2 | $19.8M | Buy |
167,905
+66,826
| +66% | +$7.89M | 16.09% | 2 |
|
|
2024
Q1 | $20.5M | Sell |
101,079
-16,450
| -14% | -$3.34M | 15.48% | 2 |
|
|
2023
Q4 | $18.7M | Sell |
117,529
-7,265
| -6% | -$1.16M | 14.62% | 4 |
|
|
2023
Q3 | $17.4M | Hold |
124,794
| – | – | 14.84% | 2 |
|
|
2023
Q2 | $16.5M | Buy |
124,794
+7,985
| +7% | +$1.06M | 14.13% | 4 |
|
|
2023
Q1 | $16.7M | Hold |
116,809
| – | – | 14.68% | 1 |
|
|
2022
Q4 | $15.2M | Sell |
116,809
-6,756
| -5% | -$876K | 13.28% | 4 |
|
|
2022
Q3 | $14.4M | Sell |
123,565
-15,511
| -11% | -$1.8M | 14.14% | 3 |
|
|
2022
Q2 | $16.2M | Sell |
139,076
-9,923
| -7% | -$1.15M | 14.4% | 3 |
|
|
2022
Q1 | $17M | Buy |
148,999
+32,181
| +28% | +$3.67M | 11.55% | 5 |
|
|
2021
Q4 | $12M | Buy |
+116,818
| New | +$12M | 9.32% | 8 |
|