Capital Performance 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	–	Sell	-1,149	Closed	-$325K	–	306
2025 Q1	$325K	Sell	1,149 -33	-3%	-$9.34K	0.07%	151
2024 Q4	$283K	Buy	1,182 +143	+14%	+$34.3K	0.09%	101
2024 Q3	$264K	Buy	+1,039	New	+$264K	0.08%	88