Avantax Advisory Services’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	$408K	Sell	6,388 -8	-0.1%	-$511	﹤0.01%	1711
2025 Q1	$329K	Buy	6,396 +185	+3%	+$9.53K	﹤0.01%	1767
2024 Q4	$405K	Buy	6,211 +317	+5%	+$20.7K	﹤0.01%	1585
2024 Q3	$397K	Sell	5,894 -46	-0.8%	-$3.1K	﹤0.01%	1567
2024 Q2	$322K	Buy	+5,940	New	+$322K	﹤0.01%	1648