SWA

Sutton Wealth Advisors’s Progressive PGR Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$28.1K	Sell	202 -75	-27%	-$10.4K	0.01%	305
2023 Q2	$36.7K	Hold	277	–	–	0.02%	268
2023 Q1	$39.6K	Sell	277 -3,977	-93%	-$569K	0.02%	227
2022 Q4	$552K	Hold	4,254	–	–	0.21%	76
2022 Q3	$494K	Hold	4,254	–	–	0.2%	80
2022 Q2	$495K	Buy	4,254 +29	+0.7%	+$3.37K	0.2%	82
2022 Q1	$482K	Buy	4,225 +29	+0.7%	+$3.31K	0.17%	92
2021 Q4	$431K	Buy	4,196 +6	+0.1%	+$616	0.14%	100
2021 Q3	$379K	Sell	4,190 -17	-0.4%	-$1.54K	0.14%	111
2021 Q2	$413K	Hold	4,207	–	–	0.15%	105
2021 Q1	$402K	Sell	4,207 -8	-0.2%	-$765	0.16%	102
2020 Q4	$417K	Buy	4,215 +8	+0.2%	+$791	0.18%	94
2020 Q3	$398K	Buy	4,207 +9	+0.2%	+$852	0.19%	90
2020 Q2	$336K	Sell	4,198 -45	-1%	-$3.61K	0.18%	100
2020 Q1	$313K	Buy	4,243 +77	+2%	+$5.69K	0.2%	91
2019 Q4	$302K	Hold	4,166	–	–	0.15%	109
2019 Q3	$322K	Hold	4,166	–	–	0.18%	96
2019 Q2	$333K	Sell	4,166 -5	-0.1%	-$400	0.19%	93
2019 Q1	$301K	Hold	4,171	–	–	0.18%	105
2018 Q4	$252K	Hold	4,171	–	–	0.16%	104
2018 Q3	$296K	Hold	4,171	–	–	0.19%	92
2018 Q2	$247K	Hold	4,171	–	–	0.17%	100
2018 Q1	$254K	Hold	4,171	–	–	0.18%	98
2017 Q4	$235K	Sell	4,171 -2	-0%	-$113	0.17%	108
2017 Q3	$202K	Hold	4,173	–	–	0.15%	116
2017 Q2	$184K	Hold	4,173	–	–	0.15%	123
2017 Q1	$163K	Hold	4,173	–	–	0.14%	129
2016 Q4	$148K	Hold	4,173	–	–	0.13%	136
2016 Q3	$131K	Hold	4,173	–	–	0.12%	145
2016 Q2	$140K	Hold	4,173	–	–	0.13%	135
2016 Q1	$147K	Buy	+4,173	New	+$147K	0.14%	127