Sustainable Insight Capital Management’s Progressive PGR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-2,697
Closed -$307K 147
2022
Q1
$307K Sell
2,697
-28
-1% -$3.19K 0.22% 75
2021
Q4
$280K Sell
2,725
-403
-13% -$41.4K 0.15% 89
2021
Q3
$283K Buy
+3,128
New +$283K 0.18% 84
2020
Q1
$1.97M Sell
26,700
-12,600
-32% -$931K 2.75% 13
2019
Q4
$2.85M Sell
39,300
-3,400
-8% -$246K 2.93% 21
2019
Q3
$3.3M Buy
42,700
+4,200
+11% +$324K 3.77% 13
2019
Q2
$3.08M Buy
+38,500
New +$3.08M 3.58% 14
2018
Q3
Sell
-180,531
Closed -$10.7M 85
2018
Q2
$10.7M Buy
180,531
+24,731
+16% +$1.46M 4.07% 6
2018
Q1
$9.49M Buy
155,800
+9,600
+7% +$585K 3.77% 11
2017
Q4
$8.23M Buy
+146,200
New +$8.23M 3.12% 17