CAPTRUST Financial Advisors’s Pegasystems PEGA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Buy |
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|
2025
Q1 | $531K | Buy |
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|
2024
Q4 | $497K | Buy |
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|
2024
Q3 | $273K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $246K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $159K | Buy |
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|
2022
Q1 | $107K | Buy |
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|
2021
Q4 | $71K | Buy |
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|
2021
Q3 | $79K | Buy |
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|
2021
Q2 | $85K | Buy |
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|
2021
Q1 | $58K | Buy |
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|
2020
Q4 | $47K | Sell |
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|
2020
Q3 | $47K | Buy |
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|
2020
Q2 | $39K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $41K | Buy |
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|
2019
Q2 | $32K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $1K | Buy |
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