Beacon Financial Advisory’s Progressive PGR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$326K Sell
2025
Q2
$376K Buy
2025
Q1
$395K Buy
2024
Q4
$313K Buy
2024
Q3
$324K Buy
2024
Q2
$259K Buy
2024
Q1
$252K Sell
2023
Q4
$240K Buy