Ritholtz Wealth Management’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.36M | Buy |
8,829
+703
| +9% | +$188K | 0.05% | 250 |
|
|
2025
Q1 | $2.3M | Buy |
8,126
+507
| +7% | +$143K | 0.07% | 221 |
|
|
2024
Q4 | $1.83M | Buy |
7,619
+349
| +5% | +$83.6K | 0.05% | 251 |
|
|
2024
Q3 | $1.84M | Buy |
7,270
+375
| +5% | +$95.2K | 0.06% | 249 |
|
|
2024
Q2 | $1.43M | Buy |
6,895
+92
| +1% | +$19.1K | 0.05% | 259 |
|
|
2024
Q1 | $1.41M | Buy |
6,803
+335
| +5% | +$69.3K | 0.05% | 268 |
|
|
2023
Q4 | $1.03M | Buy |
6,468
+764
| +13% | +$122K | 0.04% | 307 |
|
|
2023
Q3 | $795K | Buy |
5,704
+550
| +11% | +$76.6K | 0.04% | 340 |
|
|
2023
Q2 | $682K | Sell |
5,154
-967
| -16% | -$128K | 0.03% | 362 |
|
|
2023
Q1 | $876K | Buy |
6,121
+372
| +6% | +$53.2K | 0.04% | 292 |
|
|
2022
Q4 | $746K | Sell |
5,749
-4,976
| -46% | -$645K | 0.04% | 291 |
|
|
2022
Q3 | $1.25M | Buy |
10,725
+4,986
| +87% | +$579K | 0.07% | 203 |
|
|
2022
Q2 | $667K | Buy |
5,739
+1,448
| +34% | +$168K | 0.04% | 255 |
|
|
2022
Q1 | $489K | Buy |
4,291
+755
| +21% | +$86K | 0.03% | 312 |
|
|
2021
Q4 | $363K | Buy |
3,536
+407
| +13% | +$41.8K | 0.02% | 370 |
|
|
2021
Q3 | $283K | Sell |
3,129
-272
| -8% | -$24.6K | 0.02% | 380 |
|
|
2021
Q2 | $334K | Buy |
3,401
+271
| +9% | +$26.6K | 0.02% | 346 |
|
|
2021
Q1 | $299K | Buy |
3,130
+249
| +9% | +$23.8K | 0.02% | 302 |
|
|
2020
Q4 | $285K | Buy |
2,881
+97
| +3% | +$9.6K | 0.03% | 269 |
|
|
2020
Q3 | $264K | Buy |
+2,784
| New | +$264K | 0.03% | 226 |
|