Exencial Wealth Advisors’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 | $583K | Sell |
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|
2025
Q2 | $718K | Sell |
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|
2025
Q1 | $845K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $208K | Buy |
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|
2024
Q1 | $204K | Sell |
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|
2023
Q4 | $1.42M | Sell |
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|
2023
Q3 | $1.36M | Sell |
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|
2023
Q2 | $1.29M | Sell |
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|
2023
Q1 | $1.67M | Buy |
|
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|
2022
Q4 | $1.28M | Sell |
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|
2022
Q3 | $1.43M | Sell |
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|
2022
Q2 | $1.52M | Sell |
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|
2022
Q1 | $1.54M | Buy |
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|
2021
Q4 | $1.39M | Sell |
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|
2021
Q3 | $1.53M | Sell |
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|
2021
Q2 | $1.68M | Buy |
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|
2021
Q1 | $413K | Sell |
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|
2020
Q4 | $446K | Sell |
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|
2020
Q3 | $860K | Buy |
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|
2020
Q2 | $377K | Buy |
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