Peak Asset Management’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $587K | Hold |
2,962
| – | – | 0.1% | 90 |
|
|
2025
Q4 | $675K | Hold |
2,962
| – | – | 0.11% | 85 |
|
|
2025
Q3 | $731K | Hold |
2,962
| – | – | 0.13% | 81 |
|
|
2025
Q2 | $790K | Hold |
2,962
| – | – | 0.14% | 75 |
|
|
2025
Q1 | $838K | Hold |
2,962
| – | – | 0.16% | 75 |
|
|
2024
Q4 | $710K | Sell |
2,962
-521
| -15% | -$131K | 0.13% | 81 |
|
|
2024
Q3 | $884K | Hold |
3,483
| – | – | 0.17% | 77 |
|
|
2024
Q2 | $723K | Hold |
3,483
| – | – | 0.14% | 82 |
|
|
2024
Q1 | $720K | Hold |
3,483
| – | – | 0.14% | 85 |
|
|
2023
Q4 | $555K | Hold |
3,483
| – | – | 0.12% | 91 |
|
|
2023
Q3 | $485K | Hold |
3,483
| – | – | 0.12% | 91 |
|
|
2023
Q2 | $461K | Hold |
3,483
| – | – | 0.11% | 95 |
|
|
2023
Q1 | $498K | Hold |
3,483
| – | – | 0.12% | 96 |
|
|
2022
Q4 | $452K | Sell |
3,483
-235
| -6% | -$29.8K | 0.12% | 91 |
|
|
2022
Q3 | $432K | Hold |
3,718
| – | – | 0.12% | 91 |
|
|
2022
Q2 | $432K | Hold |
3,718
| – | – | 0.12% | 93 |
|
|
2022
Q1 | $424K | Sell |
3,718
-38
| -1% | -$4.11K | 0.1% | 96 |
|
|
2021
Q4 | $386K | Sell |
3,756
-208
| -5% | -$19.9K | 0.09% | 102 |
|
|
2021
Q3 | $358K | Sell |
3,964
-103
| -3% | -$9.82K | 0.09% | 105 |
|
|
2021
Q2 | $399K | Buy |
4,067
+234
| +6% | +$23.1K | 0.1% | 102 |
|
|
2021
Q1 | $366K | Hold |
3,833
| – | – | 0.09% | 112 |
|
|
2020
Q4 | $379K | Sell |
3,833
-154
| -4% | -$14.6K | 0.1% | 102 |
|
|
2020
Q3 | $377K | Sell |
3,987
-35
| -0.9% | -$3.15K | 0.11% | 95 |
|
|
2020
Q2 | $322K | Sell |
4,022
-110
| -3% | -$8.59K | 0.1% | 94 |
|
|
2020
Q1 | $305K | Sell |
4,132
-280
| -6% | -$21.6K | 0.12% | 83 |
|
|
2019
Q4 | $319K | Hold |
4,412
| – | – | 0.1% | 93 |
|
|
2019
Q3 | $341K | Hold |
4,412
| – | – | 0.11% | 89 |
|
|
2019
Q2 | $353K | Sell |
4,412
-1,230
| -22% | -$95.1K | 0.12% | 93 |
|
|
2019
Q1 | $407K | Hold |
5,642
| – | – | 0.14% | 88 |
|
|
2018
Q4 | $340K | Sell |
5,642
-74
| -1% | -$4.92K | 0.13% | 90 |
|
|
2018
Q3 | $406K | Hold |
5,716
| – | – | 0.14% | 86 |
|
|
2018
Q2 | $338K | Hold |
5,716
| – | – | 0.12% | 93 |
|
|
2018
Q1 | $348K | Sell |
5,716
-86
| -1% | -$4.91K | 0.13% | 94 |
|
|
2017
Q4 | $327K | Sell |
5,802
-684
| -11% | -$35.4K | 0.12% | 98 |
|
|
2017
Q3 | $314K | Hold |
6,486
| – | – | 0.11% | 109 |
|
|
2017
Q2 | $286K | Buy |
6,486
+147
| +2% | +$6.11K | 0.11% | 111 |
|
|
2017
Q1 | $248K | Sell |
6,339
-566
| -8% | -$21.6K | 0.09% | 126 |
|
|
2016
Q4 | $245K | Sell |
6,905
-150
| -2% | -$4.96K | 0.1% | 127 |
|
|
2016
Q3 | $222K | Hold |
7,055
| – | – | 0.09% | 125 |
|
|
2016
Q2 | $236K | Hold |
7,055
| – | – | 0.1% | 116 |
|
|
2016
Q1 | $248K | Sell |
7,055
-716
| -9% | -$22.9K | 0.12% | 113 |
|
|
2015
Q4 | $247K | Hold |
7,771
| – | – | 0.12% | 102 |
|
|
2015
Q3 | $238K | Sell |
7,771
-194
| -2% | -$5.86K | 0.13% | 102 |
|
|
2015
Q2 | $222K | Hold |
7,965
| – | – | 0.12% | 111 |
|
|
2015
Q1 | $217K | Sell |
7,965
-405
| -5% | -$10.8K | 0.11% | 110 |
|
|
2014
Q4 | $226K | Buy |
+8,370
| New | +$221K | 0.12% | 102 |
|
Other funds holding PGR
VCM
DAM
