Allworth Financial’s Pegasystems PEGA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $60K | Buy |
1,108
+980
| +766% | +$53K | ﹤0.01% | 1838 |
|
|
2025
Q1 | $5.85K | Buy |
128
+68
| +113% | +$3.11K | ﹤0.01% | 2667 |
|
|
2024
Q4 | $3.2K | Buy |
60
+52
| +650% | +$2.77K | ﹤0.01% | 2962 |
|
|
2024
Q3 | $293 | Hold |
8
| – | – | ﹤0.01% | 3528 |
|
|
2024
Q2 | $239 | Sell |
8
-4
| -33% | -$120 | ﹤0.01% | 3531 |
|
|
2024
Q1 | $388 | Sell |
12
-4
| -25% | -$129 | ﹤0.01% | 3348 |
|
|
2023
Q4 | $391 | Sell |
16
-6
| -27% | -$147 | ﹤0.01% | 3185 |
|
|
2023
Q3 | $478 | Buy |
22
+6
| +38% | +$130 | ﹤0.01% | 3054 |
|
|
2023
Q2 | $395 | Hold |
16
| – | – | ﹤0.01% | 2938 |
|
|
2023
Q1 | $388 | Sell |
16
-22
| -58% | -$534 | ﹤0.01% | 2890 |
|
|
2022
Q4 | $651 | Sell |
38
-4
| -10% | -$69 | ﹤0.01% | 2564 |
|
|
2022
Q3 | $1K | Buy |
+42
| New | +$1K | ﹤0.01% | 2456 |
|
|
2022
Q2 | – | Sell |
-28
| Closed | -$1K | – | 2696 |
|
|
2022
Q1 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 1984 |
|