The Family Firm’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-834
| Closed | -$236K | – | 174 |
|
|
2025
Q1 | $236K | Buy |
+834
| New | +$236K | 0.05% | 190 |
|
|
2024
Q4 | – | Sell |
-1,071
| Closed | -$272K | – | 220 |
|
|
2024
Q3 | $272K | Buy |
1,071
+225
| +27% | +$57.1K | 0.06% | 178 |
|
|
2024
Q2 | $176K | Sell |
846
-146
| -15% | -$30.3K | 0.04% | 211 |
|
|
2024
Q1 | $205K | Buy |
+992
| New | +$205K | 0.05% | 191 |
|