Cary Street Partners Investment 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
$178K Sell
2025
Q2
$195K Buy
2025
Q1
$176K Sell
2024
Q4
$162K Sell
2024
Q3
$366K Buy
2024
Q2
$292K Buy
2024
Q1
$283K Buy
2023
Q4
$213K Buy
2023
Q3
$93.3K Buy
2023
Q2
$80.5K Hold
2023
Q1
$87K Sell
2022
Q4
$82K Buy