Ulland Investment Advisors’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $113K | Hold |
425
| – | – | 0.09% | 82 |
|
|
2025
Q1 | $120K | Hold |
425
| – | – | 0.1% | 76 |
|
|
2024
Q4 | $102K | Hold |
425
| – | – | 0.07% | 82 |
|
|
2024
Q3 | $108K | Hold |
425
| – | – | 0.08% | 75 |
|
|
2024
Q2 | $88K | Sell |
425
-105
| -20% | -$21.7K | 0.06% | 94 |
|
|
2024
Q1 | $110K | Hold |
530
| – | – | 0.09% | 85 |
|
|
2023
Q4 | $84K | Hold |
530
| – | – | 0.08% | 84 |
|
|
2023
Q3 | $74K | Hold |
530
| – | – | 0.08% | 85 |
|
|
2023
Q2 | $70K | Hold |
530
| – | – | 0.07% | 91 |
|
|
2023
Q1 | $76K | Hold |
530
| – | – | 0.09% | 78 |
|
|
2022
Q4 | $69K | Hold |
530
| – | – | 0.08% | 83 |
|
|
2022
Q3 | $62K | Hold |
530
| – | – | 0.07% | 86 |
|
|
2022
Q2 | $62K | Hold |
530
| – | – | 0.06% | 91 |
|
|
2022
Q1 | $60K | Hold |
530
| – | – | 0.05% | 97 |
|
|
2021
Q4 | $54K | Buy |
+530
| New | +$54K | 0.03% | 101 |
|