Allworth Financial’s Progress Software PRGS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.64K | Buy |
104
+42
| +68% | +$2.68K | ﹤0.01% | 3098 |
|
|
2025
Q1 | $3.66K | Buy |
62
+11
| +22% | +$650 | ﹤0.01% | 2929 |
|
|
2024
Q4 | $2.92K | Sell |
51
-9
| -15% | -$515 | ﹤0.01% | 2999 |
|
|
2024
Q3 | $4.04K | Hold |
60
| – | – | ﹤0.01% | 2661 |
|
|
2024
Q2 | $3.33K | Buy |
60
+27
| +82% | +$1.5K | ﹤0.01% | 2698 |
|
|
2024
Q1 | $1.76K | Hold |
33
| – | – | ﹤0.01% | 2856 |
|
|
2023
Q4 | $1.79K | Hold |
33
| – | – | ﹤0.01% | 2719 |
|
|
2023
Q3 | $1.74K | Buy |
33
+24
| +267% | +$1.26K | ﹤0.01% | 2611 |
|
|
2023
Q2 | $523 | Hold |
9
| – | – | ﹤0.01% | 2890 |
|
|
2023
Q1 | $518 | Hold |
9
| – | – | ﹤0.01% | 2832 |
|
|
2022
Q4 | $454 | Buy |
+9
| New | +$454 | ﹤0.01% | 2655 |
|
|
2022
Q3 | – | Sell |
-271
| Closed | -$12K | – | 3007 |
|
|
2022
Q2 | $12K | Buy |
+271
| New | +$12K | ﹤0.01% | 1504 |
|