Pacific Capital Wealth Advisors’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	-59	Closed	-$14.1K	–	296
2024 Q4	$14.1K	Sell	59 -44	-43%	-$10.5K	﹤0.01%	247
2024 Q3	$26.1K	Hold	103	–	–	﹤0.01%	205
2024 Q2	$21.4K	Buy	103 +59	+134%	+$12.3K	﹤0.01%	224
2024 Q1	$9.1K	Buy	+44	New	+$9.1K	﹤0.01%	239