Montecito Bank & 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	$236K	Buy	+835	New	+$236K	0.04%	264
2024 Q4	–	Sell	-819	Closed	-$208K	–	282
2024 Q3	$208K	Buy	+819	New	+$208K	0.04%	273