Cyndeo Wealth Partners’s Progressive PGR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$7.53M	Buy	28,202 +12,829	+83%	+$3.42M	0.45%	67
2025 Q1	$4.35M	Buy	15,373 +4,225	+38%	+$1.2M	0.29%	101
2024 Q4	$2.67M	Buy	11,148 +1,145	+11%	+$274K	0.18%	140
2024 Q3	$2.54M	Buy	+10,003	New	+$2.54M	0.18%	142