Allworth Financial’s Pegasystems PEGA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $98.3K | Buy |
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|
2025
Q2 | $60K | Buy |
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|
2025
Q1 | $5.85K | Buy |
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|
2024
Q4 | $3.2K | Buy |
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|
2024
Q3 | $293 | Hold |
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|
2024
Q2 | $239 | Sell |
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|
2024
Q1 | $388 | Sell |
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|
2023
Q4 | $391 | Sell |
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|
2023
Q3 | $478 | Buy |
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|
2023
Q2 | $395 | Hold |
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|
2023
Q1 | $388 | Sell |
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|
2022
Q4 | $651 | Sell |
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|
2022
Q3 | $1K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $1K | Buy |
|