Capital Advisors Ltd’s Pegasystems PEGA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7K | Hold |
134
| – | – | ﹤0.01% | 870 |
|
|
2025
Q1 | $5K | Hold |
134
| – | – | ﹤0.01% | 919 |
|
|
2024
Q4 | $6K | Hold |
134
| – | – | ﹤0.01% | 918 |
|
|
2024
Q3 | $5K | Hold |
134
| – | – | ﹤0.01% | 922 |
|
|
2024
Q2 | $4K | Hold |
134
| – | – | ﹤0.01% | 950 |
|
|
2024
Q1 | $4K | Hold |
134
| – | – | ﹤0.01% | 927 |
|
|
2023
Q4 | $3K | Hold |
134
| – | – | ﹤0.01% | 955 |
|
|
2023
Q3 | $3K | Hold |
134
| – | – | ﹤0.01% | 947 |
|
|
2023
Q2 | $3K | Hold |
134
| – | – | ﹤0.01% | 951 |
|
|
2023
Q1 | $3K | Hold |
134
| – | – | ﹤0.01% | 827 |
|
|
2022
Q4 | $2K | Sell |
134
-38
| -22% | -$567 | ﹤0.01% | 888 |
|
|
2022
Q3 | $3K | Buy |
172
+116
| +207% | +$2.02K | ﹤0.01% | 763 |
|
|
2022
Q2 | $1K | Buy |
56
+46
| +460% | +$821 | ﹤0.01% | 856 |
|
|
2022
Q1 | $0 | Buy |
+10
| New | – | ﹤0.01% | 1137 |
|