Avantax Advisory Services’s Pegasystems PEGA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$608K	Buy	11,237 +2,621	+30%	+$142K	﹤0.01%	1475
2025 Q1	$300K	Sell	8,616 -556	-6%	-$19.3K	﹤0.01%	1827
2024 Q4	$427K	Buy	9,172 +392	+4%	+$18.3K	﹤0.01%	1549
2024 Q3	$321K	Buy	8,780 +552	+7%	+$20.2K	﹤0.01%	1701
2024 Q2	$249K	Buy	+8,228	New	+$249K	﹤0.01%	1817