Equitable Trust’s Progressive PGR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-924
Closed -$221K 482
2024
Q4
$221K Buy
924
+79
+9% +$18.9K 0.01% 449
2024
Q3
$214K Buy
+845
New +$214K 0.01% 430