WhitTier Trust Company’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.42M | Buy |
16,546
+785
| +5% | +$209K | 0.1% | 170 |
|
|
2025
Q1 | $4.46M | Buy |
15,761
+1,439
| +10% | +$407K | 0.11% | 165 |
|
|
2024
Q4 | $3.43M | Buy |
14,322
+13,691
| +2,170% | +$3.28M | 0.08% | 181 |
|
|
2024
Q3 | $160K | Buy |
631
+176
| +39% | +$44.7K | ﹤0.01% | 517 |
|
|
2024
Q2 | $94.5K | Buy |
455
+48
| +12% | +$9.97K | ﹤0.01% | 574 |
|
|
2024
Q1 | $84.2K | Hold |
407
| – | – | ﹤0.01% | 587 |
|
|
2023
Q4 | $64.8K | Sell |
407
-11
| -3% | -$1.75K | ﹤0.01% | 634 |
|
|
2023
Q3 | $58.2K | Sell |
418
-2
| -0.5% | -$279 | ﹤0.01% | 619 |
|
|
2023
Q2 | $55.6K | Sell |
420
-220
| -34% | -$29.1K | ﹤0.01% | 651 |
|
|
2023
Q1 | $91.6K | Sell |
640
-4
| -0.6% | -$572 | ﹤0.01% | 569 |
|
|
2022
Q4 | $83.5K | Sell |
644
-929
| -59% | -$120K | ﹤0.01% | 583 |
|
|
2022
Q3 | $183K | Sell |
1,573
-21
| -1% | -$2.44K | 0.01% | 475 |
|
|
2022
Q2 | $185K | Buy |
1,594
+2
| +0.1% | +$232 | 0.01% | 472 |
|
|
2022
Q1 | $181K | Sell |
1,592
-50
| -3% | -$5.69K | 0.01% | 474 |
|
|
2021
Q4 | $169K | Buy |
1,642
+501
| +44% | +$51.6K | 0.01% | 486 |
|
|
2021
Q3 | $103K | Buy |
1,141
+611
| +115% | +$55.2K | ﹤0.01% | 551 |
|
|
2021
Q2 | $52K | Buy |
530
+480
| +960% | +$47.1K | ﹤0.01% | 649 |
|
|
2021
Q1 | $5K | Sell |
50
-50
| -50% | -$5K | ﹤0.01% | 912 |
|
|
2020
Q4 | $10K | Hold |
100
| – | – | ﹤0.01% | 836 |
|
|
2020
Q3 | $9K | Sell |
100
-400
| -80% | -$36K | ﹤0.01% | 824 |
|
|
2020
Q2 | $40K | Hold |
500
| – | – | ﹤0.01% | 615 |
|
|
2020
Q1 | $37K | Hold |
500
| – | – | ﹤0.01% | 602 |
|
|
2019
Q4 | $36K | Sell |
500
-125
| -20% | -$9K | ﹤0.01% | 656 |
|
|
2019
Q3 | $48K | Hold |
625
| – | – | ﹤0.01% | 601 |
|
|
2019
Q2 | $50K | Buy |
625
+3
| +0.5% | +$240 | ﹤0.01% | 586 |
|
|
2019
Q1 | $45K | Hold |
622
| – | – | ﹤0.01% | 602 |
|
|
2018
Q4 | $38K | Buy |
622
+122
| +24% | +$7.45K | ﹤0.01% | 619 |
|
|
2018
Q3 | $36K | Hold |
500
| – | – | ﹤0.01% | 666 |
|
|
2018
Q2 | $30K | Sell |
500
-850
| -63% | -$51K | ﹤0.01% | 691 |
|
|
2018
Q1 | $82K | Hold |
1,350
| – | – | 0.01% | 525 |
|
|
2017
Q4 | $76K | Buy |
1,350
+500
| +59% | +$28.1K | 0.01% | 520 |
|
|
2017
Q3 | $41K | Hold |
850
| – | – | ﹤0.01% | 577 |
|
|
2017
Q2 | $37K | Hold |
850
| – | – | ﹤0.01% | 592 |
|
|
2017
Q1 | $33K | Hold |
850
| – | – | ﹤0.01% | 606 |
|
|
2016
Q4 | $30K | Hold |
850
| – | – | ﹤0.01% | 625 |
|
|
2016
Q3 | $27K | Sell |
850
-150
| -15% | -$4.77K | ﹤0.01% | 630 |
|
|
2016
Q2 | $34K | Hold |
1,000
| – | – | ﹤0.01% | 590 |
|
|
2016
Q1 | $35K | Hold |
1,000
| – | – | ﹤0.01% | 578 |
|
|
2015
Q4 | $32K | Hold |
1,000
| – | – | ﹤0.01% | 596 |
|
|
2015
Q3 | $31K | Hold |
1,000
| – | – | ﹤0.01% | 602 |
|
|
2015
Q2 | $28K | Hold |
1,000
| – | – | ﹤0.01% | 640 |
|
|
2015
Q1 | $27K | Hold |
1,000
| – | – | ﹤0.01% | 656 |
|
|
2014
Q4 | $27K | Hold |
1,000
| – | – | ﹤0.01% | 645 |
|
|
2014
Q3 | $25K | Hold |
1,000
| – | – | ﹤0.01% | 662 |
|
|
2014
Q2 | $25K | Hold |
1,000
| – | – | ﹤0.01% | 673 |
|
|
2014
Q1 | $24K | Hold |
1,000
| – | – | ﹤0.01% | 693 |
|
|
2013
Q4 | $27K | Hold |
1,000
| – | – | ﹤0.01% | 633 |
|
|
2013
Q3 | $27K | Hold |
1,000
| – | – | ﹤0.01% | 604 |
|
|
2013
Q2 | $25K | Buy |
+1,000
| New | +$25K | ﹤0.01% | 602 |
|