Roundview Capital’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.6M | Buy |
62,117
+763
| +1% | +$204K | 1.11% | 20 |
|
|
2025
Q1 | $17.4M | Buy |
61,354
+579
| +1% | +$164K | 1.25% | 15 |
|
|
2024
Q4 | $14.6M | Buy |
60,775
+669
| +1% | +$160K | 1.02% | 20 |
|
|
2024
Q3 | $15.3M | Buy |
60,106
+1,574
| +3% | +$399K | 1.11% | 17 |
|
|
2024
Q2 | $12.2M | Buy |
58,532
+857
| +1% | +$178K | 0.96% | 20 |
|
|
2024
Q1 | $11.9M | Buy |
57,675
+697
| +1% | +$144K | 0.98% | 20 |
|
|
2023
Q4 | $9.08M | Buy |
56,978
+573
| +1% | +$91.3K | 0.84% | 26 |
|
|
2023
Q3 | $7.86M | Buy |
56,405
+3,550
| +7% | +$495K | 0.79% | 28 |
|
|
2023
Q2 | $7M | Buy |
52,855
+1,782
| +3% | +$236K | 0.68% | 34 |
|
|
2023
Q1 | $7.31M | Buy |
51,073
+737
| +1% | +$105K | 0.76% | 29 |
|
|
2022
Q4 | $6.53M | Buy |
50,336
+340
| +0.7% | +$44.1K | 0.74% | 34 |
|
|
2022
Q3 | $5.81M | Buy |
49,996
+537
| +1% | +$62.4K | 0.73% | 33 |
|
|
2022
Q2 | $5.75M | Buy |
49,459
+373
| +0.8% | +$43.4K | 0.69% | 34 |
|
|
2022
Q1 | $5.6M | Buy |
49,086
+381
| +0.8% | +$43.4K | 0.57% | 43 |
|
|
2021
Q4 | $5M | Buy |
48,705
+3,085
| +7% | +$317K | 0.5% | 45 |
|
|
2021
Q3 | $4.12M | Sell |
45,620
-262
| -0.6% | -$23.7K | 0.45% | 53 |
|
|
2021
Q2 | $4.51M | Buy |
45,882
+1,831
| +4% | +$180K | 0.5% | 46 |
|
|
2021
Q1 | $4.21M | Buy |
44,051
+25,066
| +132% | +$2.4M | 0.53% | 44 |
|
|
2020
Q4 | $1.88M | Buy |
18,985
+248
| +1% | +$24.5K | 0.26% | 96 |
|
|
2020
Q3 | $1.77M | Hold |
18,737
| – | – | 0.28% | 90 |
|
|
2020
Q2 | $1.5M | Sell |
18,737
-76
| -0.4% | -$6.09K | 0.25% | 104 |
|
|
2020
Q1 | $1.39M | Buy |
+18,813
| New | +$1.39M | 0.29% | 100 |
|