Plante Moran Financial Advisors’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $91K | Buy |
341
+150
| +79% | +$40K | 0.01% | 252 |
|
|
2025
Q1 | $54.1K | Sell |
191
-25
| -12% | -$7.08K | ﹤0.01% | 322 |
|
|
2024
Q4 | $51.8K | Buy |
216
+33
| +18% | +$7.91K | ﹤0.01% | 344 |
|
|
2024
Q3 | $46.4K | Hold |
183
| – | – | ﹤0.01% | 398 |
|
|
2024
Q2 | $38K | Hold |
183
| – | – | ﹤0.01% | 382 |
|
|
2024
Q1 | $37.8K | Sell |
183
-21
| -10% | -$4.34K | ﹤0.01% | 401 |
|
|
2023
Q4 | $32.5K | Buy |
204
+21
| +11% | +$3.35K | ﹤0.01% | 379 |
|
|
2023
Q3 | $25.5K | Sell |
183
-17
| -9% | -$2.37K | ﹤0.01% | 387 |
|
|
2023
Q2 | $26.5K | Buy |
200
+17
| +9% | +$2.25K | ﹤0.01% | 392 |
|
|
2023
Q1 | $26.2K | Hold |
183
| – | – | ﹤0.01% | 397 |
|
|
2022
Q4 | $23.7K | Sell |
183
-103
| -36% | -$13.4K | ﹤0.01% | 428 |
|
|
2022
Q3 | $33K | Sell |
286
-310
| -52% | -$35.8K | 0.01% | 369 |
|
|
2022
Q2 | $69K | Buy |
596
+10
| +2% | +$1.16K | 0.01% | 269 |
|
|
2022
Q1 | $67K | Sell |
586
-131
| -18% | -$15K | 0.01% | 285 |
|
|
2021
Q4 | $74K | Buy |
717
+41
| +6% | +$4.23K | 0.01% | 294 |
|
|
2021
Q3 | $61K | Buy |
676
+185
| +38% | +$16.7K | 0.01% | 347 |
|
|
2021
Q2 | $48K | Buy |
491
+300
| +157% | +$29.3K | 0.01% | 381 |
|
|
2021
Q1 | $18K | Sell |
191
-36
| -16% | -$3.39K | ﹤0.01% | 551 |
|
|
2020
Q4 | $22K | Buy |
227
+139
| +158% | +$13.5K | 0.01% | 517 |
|
|
2020
Q3 | $8K | Hold |
88
| – | – | ﹤0.01% | 634 |
|
|
2020
Q2 | $7K | Hold |
88
| – | – | ﹤0.01% | 557 |
|
|
2020
Q1 | $6K | Sell |
88
-45
| -34% | -$3.07K | ﹤0.01% | 553 |
|
|
2019
Q4 | $10K | Sell |
133
-353
| -73% | -$26.5K | ﹤0.01% | 546 |
|
|
2019
Q3 | $38K | Buy |
486
+82
| +20% | +$6.41K | 0.01% | 385 |
|
|
2019
Q2 | $32K | Buy |
404
+16
| +4% | +$1.27K | 0.01% | 415 |
|
|
2019
Q1 | $28K | Buy |
388
+300
| +341% | +$21.6K | 0.01% | 423 |
|
|
2018
Q4 | $5K | Buy |
+88
| New | +$5K | ﹤0.01% | 602 |
|
|
2017
Q1 | – | Sell |
-8
| Closed | – | – | 989 |
|
|
2016
Q4 | $0 | Sell |
8
-1,588
| -99% | – | ﹤0.01% | 1021 |
|
|
2016
Q3 | $50K | Buy |
+1,596
| New | +$50K | 0.03% | 320 |
|
|
2016
Q2 | – | Sell |
-270
| Closed | -$9K | – | 927 |
|
|
2016
Q1 | $9K | Buy |
+270
| New | +$9K | 0.01% | 500 |
|
|
2015
Q4 | – | Sell |
-564
| Closed | -$17K | – | 978 |
|
|
2015
Q3 | $17K | Hold |
564
| – | – | 0.01% | 400 |
|
|
2015
Q2 | $16K | Hold |
564
| – | – | 0.01% | 451 |
|
|
2015
Q1 | $15K | Hold |
564
| – | – | 0.01% | 451 |
|
|
2014
Q4 | $15K | Hold |
564
| – | – | 0.01% | 454 |
|
|
2014
Q3 | $14K | Buy |
+564
| New | +$14K | 0.01% | 472 |
|