Concord Wealth Partners’s Progress Software PRGS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-12	Closed	-$782	–	933
2024 Q4	$782	Hold	12	–	–	﹤0.01%	827
2024 Q3	$808	Buy	+12	New	+$808	﹤0.01%	855