OneAscent Financial Services’s Progressive PGR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$767K	Sell	2,886 -3,416	-54%	-$908K	0.05%	224
2025 Q1	$1.79M	Buy	6,302 +3,110	+97%	+$881K	0.12%	123
2024 Q4	$765K	Buy	3,192 +857	+37%	+$205K	0.07%	192
2024 Q3	$592K	Buy	+2,335	New	+$592K	0.43%	56