Stonehearth Capital 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 | $441K | Hold |
1,653
| – | – | 0.18% | 47 |
|
2025
Q1 | $468K | Hold |
1,653
| – | – | 0.19% | 46 |
|
2024
Q4 | $396K | Sell |
1,653
-270
| -14% | -$64.7K | 0.16% | 45 |
|
2024
Q3 | $488K | Hold |
1,923
| – | – | 0.19% | 38 |
|
2024
Q2 | $399K | Sell |
1,923
-24
| -1% | -$4.99K | 0.17% | 39 |
|
2024
Q1 | $403K | Sell |
1,947
-1
| -0.1% | -$207 | 0.18% | 40 |
|
2023
Q4 | $310K | Sell |
1,948
-434
| -18% | -$69.1K | 0.15% | 45 |
|
2023
Q3 | $332K | Hold |
2,382
| – | – | 0.18% | 42 |
|
2023
Q2 | $315K | Hold |
2,382
| – | – | 0.17% | 46 |
|
2023
Q1 | $341K | Sell |
2,382
-23
| -1% | -$3.29K | 0.18% | 45 |
|
2022
Q4 | $312K | Sell |
2,405
-566
| -19% | -$73.4K | 0.18% | 48 |
|
2022
Q3 | $345K | Buy |
2,971
+23
| +0.8% | +$2.67K | 0.21% | 41 |
|
2022
Q2 | $355K | Hold |
2,948
| – | – | 0.2% | 45 |
|
2022
Q1 | $336K | Hold |
2,948
| – | – | 0.17% | 46 |
|
2021
Q4 | $303K | Hold |
2,948
| – | – | 0.16% | 48 |
|
2021
Q3 | $266K | Hold |
2,948
| – | – | 0.14% | 52 |
|
2021
Q2 | $290K | Sell |
2,948
-1,513
| -34% | -$149K | 0.14% | 50 |
|
2021
Q1 | $427K | Sell |
4,461
-690
| -13% | -$66K | 0.23% | 39 |
|
2020
Q4 | $509K | Buy |
5,151
+322
| +7% | +$31.8K | 0.29% | 35 |
|
2020
Q3 | $457K | Sell |
4,829
-178
| -4% | -$16.8K | 0.3% | 37 |
|
2020
Q2 | $451K | Buy |
5,007
+12
| +0.2% | +$1.08K | 0.3% | 36 |
|
2020
Q1 | $369K | Sell |
4,995
-287
| -5% | -$21.2K | 0.3% | 37 |
|
2019
Q4 | $382K | Hold |
5,282
| – | – | 0.25% | 42 |
|
2019
Q3 | $408K | Hold |
5,282
| – | – | 0.3% | 39 |
|
2019
Q2 | $422K | Buy |
+5,282
| New | +$422K | 0.31% | 37 |
|