Proficio Capital Partners’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-3,012
| Closed | -$804K | – | 375 |
|
|
2025
Q2 | $804K | Buy |
3,012
+518
| +21% | +$142K | 0.05% | 180 |
|
|
2025
Q1 | $706K | Buy |
2,494
+123
| +5% | +$32.2K | 0.05% | 162 |
|
|
2024
Q4 | $568K | Buy |
2,371
+832
| +54% | +$209K | 0.05% | 173 |
|
|
2024
Q3 | $391K | Sell |
1,539
-581
| -27% | -$135K | 0.04% | 180 |
|
|
2024
Q2 | $440K | Buy |
2,120
+67
| +3% | +$14K | 0.05% | 187 |
|
|
2024
Q1 | $425K | Buy |
2,053
+63
| +3% | +$11.7K | 0.05% | 186 |
|
|
2023
Q4 | $317K | Buy |
1,990
+57
| +3% | +$8.92K | 0.04% | 215 |
|
|
2023
Q3 | $269K | Buy |
1,933
+104
| +6% | +$13.7K | 0.04% | 239 |
|
|
2023
Q2 | $242K | Sell |
1,829
-109
| -6% | -$14.6K | 0.03% | 254 |
|
|
2023
Q1 | $277K | Buy |
1,938
+52
| +3% | +$7.17K | 0.04% | 226 |
|
|
2022
Q4 | $245K | Buy |
+1,886
| New | +$239K | 0.05% | 230 |
|
|
2019
Q3 | – | Sell |
-611
| Closed | -$49K | – | 1146 |
|
|
2019
Q2 | $49K | Buy |
611
+124
| +25% | +$9.59K | 0.02% | 388 |
|
|
2019
Q1 | $35K | Buy |
487
+221
| +83% | +$15.1K | 0.01% | 460 |
|
|
2018
Q4 | $16K | Buy |
266
+18
| +7% | +$1.2K | 0.01% | 604 |
|
|
2018
Q3 | $18K | Sell |
248
-11
| -4% | -$708 | 0.01% | 633 |
|
|
2018
Q2 | $15K | Buy |
259
+11
| +4% | +$673 | 0.01% | 693 |
|
|
2018
Q1 | $15K | Buy |
248
+82
| +49% | +$4.68K | 0.01% | 681 |
|
|
2017
Q4 | $9K | Buy |
166
+72
| +77% | +$3.73K | ﹤0.01% | 848 |
|
|
2017
Q3 | $5K | Hold |
94
| – | – | ﹤0.01% | 958 |
|
|
2017
Q2 | $4K | Buy |
94
+8
| +9% | +$332 | ﹤0.01% | 1003 |
|
|
2017
Q1 | $4K | Buy |
86
+24
| +39% | +$916 | ﹤0.01% | 1032 |
|
|
2016
Q4 | $2K | Buy |
62
+7
| +13% | +$231 | ﹤0.01% | 930 |
|
|
2016
Q3 | $2K | Buy |
55
+30
| +120% | +$977 | ﹤0.01% | 873 |
|
|
2016
Q2 | $1K | Sell |
25
-55
| -69% | -$1.82K | ﹤0.01% | 930 |
|
|
2016
Q1 | $3K | Sell |
80
-34
| -30% | -$1.09K | ﹤0.01% | 656 |
|
|
2015
Q4 | $4K | Buy |
+114
| New | +$3.62K | ﹤0.01% | 488 |
|
Other funds holding PGR
