Steel Grove Capital Advisors’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-907
| Closed | -$217K | – | 183 |
|
|
2024
Q4 | $217K | Sell |
907
-32
| -3% | -$7.67K | 0.03% | 167 |
|
|
2024
Q3 | $236K | Buy |
+939
| New | +$236K | 0.03% | 157 |
|
|
2020
Q1 | – | Sell |
-14,496
| Closed | -$1.05M | – | 129 |
|
|
2019
Q4 | $1.05M | Buy |
14,496
+462
| +3% | +$33.4K | 0.59% | 64 |
|
|
2019
Q3 | $1.08M | Sell |
14,034
-334
| -2% | -$25.8K | 0.64% | 62 |
|
|
2019
Q2 | $1.15M | Sell |
14,368
-248
| -2% | -$19.8K | 0.71% | 58 |
|
|
2019
Q1 | $1.05M | Sell |
14,616
-5,429
| -27% | -$392K | 0.68% | 62 |
|
|
2018
Q4 | $1.21M | Sell |
20,045
-1,625
| -7% | -$98K | 0.17% | 118 |
|
|
2018
Q3 | $1.54M | Buy |
21,670
+317
| +1% | +$22.5K | 0.22% | 96 |
|
|
2018
Q2 | $1.26M | Sell |
21,353
-7,635
| -26% | -$452K | 0.2% | 104 |
|
|
2018
Q1 | $1.77M | Buy |
28,988
+13,538
| +88% | +$825K | 0.28% | 83 |
|
|
2017
Q4 | $870K | Buy |
+15,450
| New | +$870K | 0.13% | 143 |
|