United Capital Financial 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 | $4.59M | Sell |
17,186
-228
| -1% | -$60.8K | 0.04% | 292 |
|
|
2025
Q1 | $4.93M | Sell |
17,414
-1,682
| -9% | -$476K | 0.04% | 270 |
|
|
2024
Q4 | $4.58M | Buy |
19,096
+951
| +5% | +$228K | 0.04% | 271 |
|
|
2024
Q3 | $4.6M | Buy |
18,145
+1,737
| +11% | +$441K | 0.04% | 277 |
|
|
2024
Q2 | $3.41M | Buy |
16,408
+3,854
| +31% | +$801K | 0.03% | 318 |
|
|
2024
Q1 | $2.6M | Sell |
12,554
-1,043
| -8% | -$216K | 0.02% | 380 |
|
|
2023
Q4 | $2.17M | Buy |
13,597
+9,048
| +199% | +$1.44M | 0.02% | 408 |
|
|
2023
Q3 | $634K | Sell |
4,549
-1,258
| -22% | -$175K | ﹤0.01% | 598 |
|
|
2023
Q2 | $769K | Sell |
5,807
-473
| -8% | -$62.6K | ﹤0.01% | 605 |
|
|
2023
Q1 | $898K | Sell |
6,280
-502
| -7% | -$71.8K | 0.01% | 603 |
|
|
2022
Q4 | $880K | Sell |
6,782
-775
| -10% | -$101K | ﹤0.01% | 641 |
|
|
2022
Q3 | $878K | Sell |
7,557
-856
| -10% | -$99.5K | 0.01% | 641 |
|
|
2022
Q2 | $978K | Sell |
8,413
-2,908
| -26% | -$338K | 0.01% | 640 |
|
|
2022
Q1 | $1.29M | Sell |
11,321
-6,665
| -37% | -$759K | 0.01% | 613 |
|
|
2021
Q4 | $1.85M | Sell |
17,986
-40,328
| -69% | -$4.14M | 0.01% | 551 |
|
|
2021
Q3 | $5.27M | Sell |
58,314
-2,889
| -5% | -$261K | 0.03% | 367 |
|
|
2021
Q2 | $6.01M | Sell |
61,203
-2,497
| -4% | -$245K | 0.03% | 352 |
|
|
2021
Q1 | $6.09M | Buy |
63,700
+8,005
| +14% | +$765K | 0.03% | 334 |
|
|
2020
Q4 | $5.51M | Buy |
55,695
+15,349
| +38% | +$1.52M | 0.03% | 339 |
|
|
2020
Q3 | $3.82M | Buy |
40,346
+3,433
| +9% | +$325K | 0.02% | 379 |
|
|
2020
Q2 | $2.96M | Buy |
36,913
+14,200
| +63% | +$1.14M | 0.02% | 444 |
|
|
2020
Q1 | $1.68M | Buy |
22,713
+3,375
| +17% | +$249K | 0.01% | 529 |
|
|
2019
Q4 | $1.4M | Buy |
19,338
+3,838
| +25% | +$278K | 0.01% | 679 |
|
|
2019
Q3 | $1.2M | Sell |
15,500
-2,927
| -16% | -$226K | 0.01% | 694 |
|
|
2019
Q2 | $1.47M | Sell |
18,427
-1,800
| -9% | -$144K | 0.01% | 691 |
|
|
2019
Q1 | $1.46M | Buy |
20,227
+10,218
| +102% | +$737K | 0.01% | 669 |
|
|
2018
Q4 | $604K | Buy |
10,009
+440
| +5% | +$26.6K | ﹤0.01% | 858 |
|
|
2018
Q3 | $680K | Sell |
9,569
-822
| -8% | -$58.4K | ﹤0.01% | 889 |
|
|
2018
Q2 | $615K | Buy |
10,391
+767
| +8% | +$45.4K | ﹤0.01% | 891 |
|
|
2018
Q1 | $586K | Sell |
9,624
-2,627
| -21% | -$160K | ﹤0.01% | 920 |
|
|
2017
Q4 | $690K | Sell |
12,251
-87
| -0.7% | -$4.9K | 0.01% | 879 |
|
|
2017
Q3 | $597K | Buy |
12,338
+4,066
| +49% | +$197K | 0.01% | 907 |
|
|
2017
Q2 | $365K | Buy |
8,272
+145
| +2% | +$6.4K | ﹤0.01% | 1013 |
|
|
2017
Q1 | $318K | Sell |
8,127
-698
| -8% | -$27.3K | ﹤0.01% | 1032 |
|
|
2016
Q4 | $313K | Buy |
8,825
+687
| +8% | +$24.4K | ﹤0.01% | 1036 |
|
|
2016
Q3 | $256K | Buy |
8,138
+727
| +10% | +$22.9K | ﹤0.01% | 1119 |
|
|
2016
Q2 | $252K | Buy |
+7,411
| New | +$252K | ﹤0.01% | 1094 |
|