Sequoia 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 | $24M | Buy |
90,063
+31,324
| +53% | +$8.36M | 0.16% | 108 |
|
|
2025
Q1 | $16.6M | Buy |
58,739
+519
| +0.9% | +$147K | 0.13% | 141 |
|
|
2024
Q4 | $14M | Sell |
58,220
-285
| -0.5% | -$68.3K | 0.13% | 143 |
|
|
2024
Q3 | $14.8M | Buy |
58,505
+2,750
| +5% | +$698K | 0.16% | 123 |
|
|
2024
Q2 | $11.6M | Buy |
55,755
+132
| +0.2% | +$27.4K | 0.14% | 126 |
|
|
2024
Q1 | $11.5M | Buy |
55,623
+172
| +0.3% | +$35.6K | 0.14% | 129 |
|
|
2023
Q4 | $8.83M | Buy |
55,451
+4,696
| +9% | +$748K | 0.11% | 160 |
|
|
2023
Q3 | $7.07M | Buy |
50,755
+1,485
| +3% | +$207K | 0.12% | 124 |
|
|
2023
Q2 | $6.52M | Buy |
49,270
+358
| +0.7% | +$47.4K | 0.11% | 136 |
|
|
2023
Q1 | $7M | Buy |
48,912
+914
| +2% | +$131K | 0.16% | 122 |
|
|
2022
Q4 | $6.23M | Buy |
47,998
+43,012
| +863% | +$5.58M | 0.15% | 122 |
|
|
2022
Q3 | $579K | Sell |
4,986
-743
| -13% | -$86.3K | 0.02% | 273 |
|
|
2022
Q2 | $670K | Sell |
5,729
-1,293
| -18% | -$151K | 0.02% | 279 |
|
|
2022
Q1 | $800K | Buy |
7,022
+3,571
| +103% | +$407K | 0.02% | 278 |
|
|
2021
Q4 | $354K | Sell |
3,451
-1,292
| -27% | -$133K | 0.01% | 404 |
|
|
2021
Q3 | $429K | Sell |
4,743
-2,876
| -38% | -$260K | 0.04% | 168 |
|
|
2021
Q2 | $748K | Buy |
7,619
+469
| +7% | +$46K | 0.03% | 232 |
|
|
2021
Q1 | $684K | Buy |
7,150
+139
| +2% | +$13.3K | 0.03% | 221 |
|
|
2020
Q4 | $693K | Buy |
7,011
+2,973
| +74% | +$294K | 0.03% | 209 |
|
|
2020
Q3 | $382K | Sell |
4,038
-443
| -10% | -$41.9K | 0.02% | 262 |
|
|
2020
Q2 | $359K | Buy |
4,481
+977
| +28% | +$78.3K | 0.02% | 264 |
|
|
2020
Q1 | $259K | Buy |
3,504
+524
| +18% | +$38.7K | 0.02% | 289 |
|
|
2019
Q4 | $216K | Sell |
2,980
-581
| -16% | -$42.1K | 0.01% | 350 |
|
|
2019
Q3 | $275K | Sell |
3,561
-221
| -6% | -$17.1K | 0.02% | 292 |
|
|
2019
Q2 | $302K | Buy |
3,782
+6
| +0.2% | +$479 | 0.02% | 278 |
|
|
2019
Q1 | $272K | Buy |
+3,776
| New | +$272K | 0.02% | 288 |
|