Valeo Financial Advisors’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Buy |
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|
2025
Q1 | $1.11M | Buy |
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|
2024
Q4 | $871K | Sell |
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|
2024
Q3 | $1.01M | Buy |
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|
2024
Q2 | $780K | Sell |
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|
2024
Q1 | $864K | Buy |
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|
2023
Q4 | $625K | Buy |
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|
2023
Q3 | $429K | Buy |
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|
2023
Q2 | $317K | Sell |
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|
2023
Q1 | $498K | Buy |
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|
2022
Q4 | $292K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $241K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $215K | Hold |
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|
2020
Q4 | $222K | Buy |
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|
2020
Q3 | $199K | Sell |
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|
2020
Q2 | $255K | Buy |
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|
2020
Q1 | $252K | Sell |
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|
2019
Q4 | $258K | Sell |
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|
2019
Q3 | $287K | Buy |
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|
2019
Q2 | $265K | Buy |
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|
2019
Q1 | $206K | Buy |
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|
2018
Q4 | $169K | Sell |
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|
2018
Q3 | $222K | Sell |
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|
2018
Q2 | $212K | Buy |
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|
2018
Q1 | $118K | Sell |
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|
2017
Q4 | $118K | Buy |
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|
2017
Q3 | $30K | Buy |
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