SWM

Sagace Wealth Management’s Progressive PGR Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-715	Closed	-$202K	–	67
2025 Q1	$202K	Buy	+715	New	+$202K	0.15%	60
2024 Q4	–	Sell	-871	Closed	-$219K	–	67
2024 Q3	$219K	Buy	+871	New	+$219K	0.17%	58