Clearstead Advisors’s Pegasystems PEGA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$94.4K Buy
1,744
+470
+37% +$25.4K ﹤0.01% 1075
2025
Q1
$44.3K Buy
1,274
+648
+104% +$22.5K ﹤0.01% 1197
2024
Q4
$29.2K Buy
626
+260
+71% +$12.1K ﹤0.01% 1284
2024
Q3
$13.4K Buy
+366
New +$13.4K ﹤0.01% 1524