SAM
Summit Asset Management’s Progressive PGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.57M | Hold |
5,895
| – | – | 0.26% | 54 |
|
|
2025
Q1 | $1.67M | Hold |
5,895
| – | – | 0.29% | 49 |
|
|
2024
Q4 | $1.41M | Hold |
5,895
| – | – | 0.25% | 48 |
|
|
2024
Q3 | $1.5M | Hold |
5,895
| – | – | 0.28% | 42 |
|
|
2024
Q2 | $1.22M | Hold |
5,895
| – | – | 0.25% | 46 |
|
|
2024
Q1 | $1.22M | Hold |
5,895
| – | – | 0.26% | 44 |
|
|
2023
Q4 | $939K | Hold |
5,895
| – | – | 0.22% | 51 |
|
|
2023
Q3 | $821K | Sell |
5,895
-9,880
| -63% | -$1.38M | 0.22% | 53 |
|
|
2023
Q2 | $2.09M | Hold |
15,775
| – | – | 0.55% | 28 |
|
|
2023
Q1 | $2.26M | Hold |
15,775
| – | – | 0.62% | 26 |
|
|
2022
Q4 | $2.05M | Hold |
15,775
| – | – | 0.59% | 28 |
|
|
2022
Q3 | $1.83M | Sell |
15,775
-75
| -0.5% | -$8.72K | 0.59% | 29 |
|
|
2022
Q2 | $1.84M | Sell |
15,850
-216
| -1% | -$25.1K | 0.57% | 31 |
|
|
2022
Q1 | $1.83M | Buy |
16,066
+500
| +3% | +$57K | 0.53% | 30 |
|
|
2021
Q4 | $1.6M | Buy |
15,566
+41
| +0.3% | +$4.21K | 0.45% | 32 |
|
|
2021
Q3 | $1.4M | Hold |
15,525
| – | – | 0.44% | 30 |
|
|
2021
Q2 | $1.53M | Buy |
15,525
+75
| +0.5% | +$7.37K | 0.48% | 27 |
|
|
2021
Q1 | $1.48M | Buy |
15,450
+600
| +4% | +$57.4K | 0.5% | 28 |
|
|
2020
Q4 | $1.47M | Hold |
14,850
| – | – | 0.54% | 28 |
|
|
2020
Q3 | $1.41M | Hold |
14,850
| – | – | 0.58% | 27 |
|
|
2020
Q2 | $1.19M | Hold |
14,850
| – | – | 0.54% | 25 |
|
|
2020
Q1 | $1.1M | Hold |
14,850
| – | – | 0.59% | 24 |
|
|
2019
Q4 | $1.08M | Hold |
14,850
| – | – | 0.46% | 32 |
|
|
2019
Q3 | $1.15M | Hold |
14,850
| – | – | 0.53% | 26 |
|
|
2019
Q2 | $1.19M | Hold |
14,850
| – | – | 0.56% | 26 |
|
|
2019
Q1 | $1.07M | Buy |
+14,850
| New | +$1.07M | 0.53% | 30 |
|