Financial Gravity Asset Management’s Progressive PGR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.15K	Hold	26	–	–	﹤0.01%	656
2025 Q4	$5.92K	Sell	26 -16	-38%	-$3.61K	﹤0.01%	544
2025 Q3	$10.4K	Buy	+42	New	+$10.4K	﹤0.01%	558
2025 Q1	$7.36K	Buy	+26	New	+$6.8K	﹤0.01%	662
2024 Q2	–	Sell	-8	Closed	-$1.76K	–	2219
2024 Q1	$1.76K	Buy	8 +7	+700%	+$1.3K	﹤0.01%	1135
2023 Q4	$78	Hold	1	–	–	﹤0.01%	1286
2023 Q3	$78	Sell	1 -188	-99%	-$24.7K	﹤0.01%	1022
2023 Q2	$2.95K	Buy	189 +46	+32%	+$6.17K	0.01%	568
2023 Q1	$3.63K	Buy	143 +13	+10%	+$1.79K	0.11%	224
2022 Q4	$2.65K	Sell	130 -1,610	-93%	-$204K	0.01%	498
2022 Q3	$3.1K	Sell	1,740 -232	-12%	-$27.9K	0.1%	204
2022 Q2	$3.19K	Buy	1,972 +34	+2%	+$3.85K	0.1%	206
2022 Q1	$2.84K	Sell	1,938 -225	-10%	-$24.3K	0.08%	225
2021 Q4	$3.68K	Buy	2,163 +2,126	+5,746%	+$203K	0.08%	237
2021 Q3	$90K	Hold	37	–	–	0.04%	381
2021 Q2	$98K	Sell	37 -2	-5%	-$198	0.04%	352
2021 Q1	$3.77K	Buy	39 +15	+63%	+$1.36K	0.08%	171
2020 Q4	$2K	Buy	+24	New	+$2.27K	﹤0.01%	335
2020 Q2	–	Sell	-124	Closed	-$10	–	652
2020 Q1	$10	Sell	124 -422	-77%	-$32.5K	﹤0.01%	1041
2019 Q4	$109K	Buy	546 +398	+269%	+$28.7K	0.08%	287
2019 Q3	$11K	Buy	148 +29	+24%	+$2.28K	0.01%	599
2019 Q2	$10K	Sell	119 -15	-11%	-$1.16K	0.01%	602
2019 Q1	$10K	Buy	+134	New	+$9.18K	0.01%	557
2018 Q3	$4K	Buy	60 +6	+11%	+$386	﹤0.01%	791
2018 Q2	$3K	Sell	54 -12	-18%	-$735	﹤0.01%	905
2018 Q1	$4K	Buy	+66	New	+$3.77K	﹤0.01%	800