Rothschild Investment LLC’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $440K | Sell |
1,650
-6
| -0.4% | -$1.6K | 0.03% | 368 |
|
|
2025
Q1 | $469K | Buy |
1,656
+56
| +4% | +$15.9K | 0.03% | 350 |
|
|
2024
Q4 | $383K | Buy |
1,600
+3
| +0.2% | +$719 | 0.03% | 389 |
|
|
2024
Q3 | $405K | Sell |
1,597
-66
| -4% | -$16.8K | 0.03% | 382 |
|
|
2024
Q2 | $345K | Buy |
1,663
+377
| +29% | +$78.3K | 0.02% | 399 |
|
|
2024
Q1 | $266K | Buy |
1,286
+39
| +3% | +$8.07K | 0.02% | 415 |
|
|
2023
Q4 | $199K | Buy |
+1,247
| New | +$199K | 0.02% | 415 |
|
|
2021
Q3 | – | Sell |
-35,726
| Closed | -$3.51M | – | 505 |
|
|
2021
Q2 | $3.51M | Buy |
35,726
+3,051
| +9% | +$300K | 0.28% | 92 |
|
|
2021
Q1 | $3.12M | Buy |
32,675
+13,238
| +68% | +$1.27M | 0.27% | 96 |
|
|
2020
Q4 | $1.92M | Buy |
19,437
+200
| +1% | +$19.8K | 0.19% | 119 |
|
|
2020
Q3 | $1.82M | Sell |
19,237
-6,375
| -25% | -$603K | 0.2% | 113 |
|
|
2020
Q2 | $2.05M | Buy |
25,612
+1,400
| +6% | +$112K | 0.25% | 102 |
|
|
2020
Q1 | $1.79M | Buy |
24,212
+5,982
| +33% | +$442K | 0.23% | 110 |
|
|
2019
Q4 | $1.32M | Buy |
18,230
+7,180
| +65% | +$520K | 0.13% | 159 |
|
|
2019
Q3 | $854K | Sell |
11,050
-8,950
| -45% | -$692K | 0.1% | 183 |
|
|
2019
Q2 | $1.6M | Sell |
20,000
-10,000
| -33% | -$800K | 0.19% | 126 |
|
|
2019
Q1 | $2.16M | Sell |
30,000
-10,000
| -25% | -$721K | 0.25% | 109 |
|
|
2018
Q4 | $2.41M | Hold |
40,000
| – | – | 0.32% | 87 |
|
|
2018
Q3 | $2.84M | Hold |
40,000
| – | – | 0.34% | 83 |
|
|
2018
Q2 | $2.37M | Hold |
40,000
| – | – | 0.3% | 93 |
|
|
2018
Q1 | $2.44M | Sell |
40,000
-75
| -0.2% | -$4.57K | 0.31% | 83 |
|
|
2017
Q4 | $2.26M | Hold |
40,075
| – | – | 0.25% | 98 |
|
|
2017
Q3 | $1.94M | Buy |
+40,075
| New | +$1.94M | 0.22% | 110 |
|
|
2015
Q4 | – | Sell |
-22,334
| Closed | -$684K | – | 502 |
|
|
2015
Q3 | $684K | Sell |
22,334
-9,611
| -30% | -$294K | 0.09% | 230 |
|
|
2015
Q2 | $889K | Hold |
31,945
| – | – | 0.1% | 214 |
|
|
2015
Q1 | $869K | Sell |
31,945
-4,031
| -11% | -$110K | 0.1% | 204 |
|
|
2014
Q4 | $971K | Sell |
35,976
-7,265
| -17% | -$196K | 0.12% | 187 |
|
|
2014
Q3 | $1.09M | Buy |
+43,241
| New | +$1.09M | 0.13% | 173 |
|