Vaughan David Investments’s Progressive PGR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$803K Buy
3,008
+90
+3% +$24K 0.02% 148
2025
Q1
$826K Sell
2,918
-50
-2% -$14.2K 0.02% 136
2024
Q4
$711K Hold
2,968
0.02% 142
2024
Q3
$753K Sell
2,968
-515
-15% -$131K 0.02% 141
2024
Q2
$723K Hold
3,483
0.02% 141
2024
Q1
$720K Sell
3,483
-25
-0.7% -$5.17K 0.02% 143
2023
Q4
$559K Sell
3,508
-175
-5% -$27.9K 0.02% 146
2023
Q3
$513K Buy
3,683
+25
+0.7% +$3.48K 0.02% 150
2023
Q2
$484K Sell
3,658
-525
-13% -$69.5K 0.01% 156
2023
Q1
$598K Sell
4,183
-150
-3% -$21.4K 0.02% 148
2022
Q4
$562K Sell
4,333
-968
-18% -$126K 0.02% 146
2022
Q3
$616K Buy
5,301
+1,026
+24% +$119K 0.02% 141
2022
Q2
$497K Sell
4,275
-1,920
-31% -$223K 0.02% 145
2022
Q1
$706K Sell
6,195
-1,070
-15% -$122K 0.02% 135
2021
Q4
$746K Sell
7,265
-2,735
-27% -$281K 0.02% 135
2021
Q3
$904K Sell
10,000
-5,640
-36% -$510K 0.03% 127
2021
Q2
$1.54M Sell
15,640
-5,130
-25% -$504K 0.05% 114
2021
Q1
$1.99M Sell
20,770
-262,132
-93% -$25.1M 0.06% 105
2020
Q4
$28M Sell
282,902
-3,578
-1% -$354K 0.96% 45
2020
Q3
$27.1M Buy
286,480
+608
+0.2% +$57.6K 1.05% 37
2020
Q2
$22.9M Buy
285,872
+7,357
+3% +$589K 0.94% 48
2020
Q1
$20.6M Buy
278,515
+20,160
+8% +$1.49M 0.96% 45
2019
Q4
$18.7M Buy
+258,355
New +$18.7M 0.68% 79