SVB Wealth’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Buy |
+5,921
| New | +$1.58M | 0.08% | 179 |
|
|
2025
Q1 | – | Sell |
-31,323
| Closed | -$7.51M | – | 1714 |
|
|
2024
Q4 | $7.51M | Buy |
+31,323
| New | +$7.51M | 0.14% | 100 |
|
|
2024
Q3 | – | Sell |
-31,898
| Closed | -$6.63M | – | 439 |
|
|
2024
Q2 | $6.63M | Sell |
31,898
-5,218
| -14% | -$1.08M | 0.16% | 127 |
|
|
2024
Q1 | $7.68M | Sell |
37,116
-301
| -0.8% | -$62.3K | 0.17% | 132 |
|
|
2023
Q4 | $5.96M | Sell |
37,417
-610
| -2% | -$97.2K | 0.15% | 151 |
|
|
2023
Q3 | $5.3M | Sell |
38,027
-457
| -1% | -$63.7K | 0.12% | 148 |
|
|
2023
Q2 | $5.09M | Sell |
38,484
-1,161
| -3% | -$154K | 0.09% | 157 |
|
|
2023
Q1 | $5.67M | Sell |
39,645
-4,672
| -11% | -$668K | 0.08% | 166 |
|
|
2022
Q4 | $5.75M | Sell |
44,317
-1,291
| -3% | -$167K | 0.08% | 166 |
|
|
2022
Q3 | $5.3M | Buy |
45,608
+4,483
| +11% | +$521K | 0.08% | 164 |
|
|
2022
Q2 | $4.78M | Buy |
41,125
+1,840
| +5% | +$214K | 0.07% | 154 |
|
|
2022
Q1 | $4.48M | Sell |
39,285
-2,700
| -6% | -$308K | 0.06% | 155 |
|
|
2021
Q4 | $4.31M | Sell |
41,985
-1,039
| -2% | -$107K | 0.07% | 156 |
|
|
2021
Q3 | $3.89M | Buy |
43,024
+1,401
| +3% | +$127K | 0.05% | 187 |
|
|
2021
Q2 | $4.09M | Sell |
41,623
-1,119
| -3% | -$110K | 0.05% | 182 |
|
|
2021
Q1 | $4.09M | Sell |
42,742
-748
| -2% | -$71.5K | 0.06% | 174 |
|
|
2020
Q4 | $4.3M | Buy |
43,490
+126
| +0.3% | +$12.5K | 0.06% | 171 |
|
|
2020
Q3 | $4.11M | Buy |
43,364
+684
| +2% | +$64.8K | 0.07% | 166 |
|
|
2020
Q2 | $3.42M | Sell |
42,680
-75
| -0.2% | -$6.01K | 0.06% | 161 |
|
|
2020
Q1 | $3.16M | Sell |
42,755
-303
| -0.7% | -$22.4K | 0.08% | 147 |
|
|
2019
Q4 | $3.12M | Buy |
43,058
+541
| +1% | +$39.2K | 0.06% | 166 |
|
|
2019
Q3 | $3.28M | Buy |
42,517
+92
| +0.2% | +$7.11K | 0.07% | 156 |
|
|
2019
Q2 | $3.39M | Sell |
42,425
-931
| -2% | -$74.4K | 0.11% | 153 |
|
|
2019
Q1 | $3.13M | Buy |
43,356
+6
| +0% | +$433 | 0.12% | 120 |
|
|
2018
Q4 | $2.62M | Sell |
43,350
-22
| -0.1% | -$1.33K | 0.11% | 131 |
|
|
2018
Q3 | $3.08M | Sell |
43,372
-2,148
| -5% | -$153K | 0.11% | 129 |
|
|
2018
Q2 | $2.69M | Hold |
45,520
| – | – | 0.1% | 141 |
|
|
2018
Q1 | $2.77M | Buy |
45,520
+148
| +0.3% | +$9.02K | 0.11% | 146 |
|
|
2017
Q4 | $2.56M | Sell |
45,372
-2,400
| -5% | -$135K | 0.1% | 160 |
|
|
2017
Q3 | $2.31M | Buy |
47,772
+29,715
| +165% | +$1.44M | 0.09% | 167 |
|
|
2017
Q2 | $796K | Sell |
18,057
-7,710
| -30% | -$340K | 0.03% | 293 |
|
|
2017
Q1 | $1.01M | Sell |
25,767
-6,925
| -21% | -$271K | 0.04% | 245 |
|
|
2016
Q4 | $1.16M | Sell |
32,692
-332,277
| -91% | -$11.8M | 0.05% | 235 |
|
|
2016
Q3 | $11.5M | Buy |
364,969
+10,232
| +3% | +$322K | 0.47% | 71 |
|
|
2016
Q2 | $11.9M | Buy |
354,737
+12,630
| +4% | +$423K | 0.48% | 67 |
|
|
2016
Q1 | $12M | Buy |
342,107
+152,994
| +81% | +$5.38M | 0.49% | 67 |
|
|
2015
Q4 | $6.01M | Buy |
189,113
+43,440
| +30% | +$1.38M | 0.24% | 105 |
|
|
2015
Q3 | $4.46M | Buy |
145,673
+137,353
| +1,651% | +$4.21M | 0.17% | 133 |
|
|
2015
Q2 | $232K | Hold |
8,320
| – | – | 0.01% | 505 |
|
|
2015
Q1 | $226K | Hold |
8,320
| – | – | 0.01% | 508 |
|
|
2014
Q4 | $225K | Buy |
+8,320
| New | +$225K | 0.01% | 506 |
|