Valeo 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 | $1.12M | Buy |
4,207
+285
| +7% | +$76.1K | 0.03% | 270 |
|
|
2025
Q1 | $1.11M | Buy |
3,922
+286
| +8% | +$80.9K | 0.03% | 243 |
|
|
2024
Q4 | $871K | Sell |
3,636
-330
| -8% | -$79.1K | 0.02% | 294 |
|
|
2024
Q3 | $1.01M | Buy |
3,966
+212
| +6% | +$53.8K | 0.03% | 261 |
|
|
2024
Q2 | $780K | Sell |
3,754
-319
| -8% | -$66.3K | 0.02% | 287 |
|
|
2024
Q1 | $864K | Buy |
4,073
+150
| +4% | +$31.8K | 0.03% | 263 |
|
|
2023
Q4 | $625K | Buy |
3,923
+846
| +27% | +$135K | 0.03% | 303 |
|
|
2023
Q3 | $429K | Buy |
3,077
+683
| +29% | +$95.1K | 0.02% | 373 |
|
|
2023
Q2 | $317K | Sell |
2,394
-1,085
| -31% | -$144K | 0.01% | 419 |
|
|
2023
Q1 | $498K | Buy |
3,479
+1,224
| +54% | +$175K | 0.02% | 341 |
|
|
2022
Q4 | $292K | Buy |
+2,255
| New | +$292K | 0.02% | 390 |
|
|
2022
Q1 | – | Sell |
-2,345
| Closed | -$241K | – | 610 |
|
|
2021
Q4 | $241K | Buy |
+2,345
| New | +$241K | 0.01% | 451 |
|
|
2021
Q2 | – | Sell |
-2,245
| Closed | -$215K | – | 1348 |
|
|
2021
Q1 | $215K | Hold |
2,245
| – | – | 0.01% | 415 |
|
|
2020
Q4 | $222K | Buy |
2,245
+145
| +7% | +$14.3K | 0.01% | 384 |
|
|
2020
Q3 | $199K | Sell |
2,100
-1,079
| -34% | -$102K | 0.02% | 318 |
|
|
2020
Q2 | $255K | Buy |
3,179
+38
| +1% | +$3.05K | 0.02% | 274 |
|
|
2020
Q1 | $252K | Sell |
3,141
-427
| -12% | -$34.3K | 0.03% | 249 |
|
|
2019
Q4 | $258K | Sell |
3,568
-145
| -4% | -$10.5K | 0.03% | 271 |
|
|
2019
Q3 | $287K | Buy |
3,713
+401
| +12% | +$31K | 0.03% | 232 |
|
|
2019
Q2 | $265K | Buy |
3,312
+455
| +16% | +$36.4K | 0.03% | 236 |
|
|
2019
Q1 | $206K | Buy |
2,857
+62
| +2% | +$4.47K | 0.03% | 271 |
|
|
2018
Q4 | $169K | Sell |
2,795
-82,616
| -97% | -$5M | 0.02% | 281 |
|
|
2018
Q3 | $222K | Sell |
85,411
-84
| -0.1% | -$218 | 0.03% | 261 |
|
|
2018
Q2 | $212K | Buy |
85,495
+1,503
| +2% | +$3.73K | 0.03% | 271 |
|
|
2018
Q1 | $118K | Sell |
83,992
-37
| -0% | -$52 | 0.02% | 332 |
|
|
2017
Q4 | $118K | Buy |
84,029
+83,419
| +13,675% | +$117K | 0.02% | 313 |
|
|
2017
Q3 | $30K | Buy |
+610
| New | +$30K | 0.01% | 495 |
|