Creative Planning’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 | $1.29M | Buy |
20,254
+9,482
| +88% | +$605K | ﹤0.01% | 1643 |
|
|
2025
Q1 | $555K | Sell |
10,772
-1,863
| -15% | -$96K | ﹤0.01% | 2188 |
|
|
2024
Q4 | $823K | Buy |
12,635
+4,861
| +63% | +$317K | ﹤0.01% | 1801 |
|
|
2024
Q3 | $524K | Buy |
7,774
+1,300
| +20% | +$87.6K | ﹤0.01% | 2066 |
|
|
2024
Q2 | $351K | Buy |
6,474
+2,183
| +51% | +$118K | ﹤0.01% | 2220 |
|
|
2024
Q1 | $229K | Buy |
4,291
+331
| +8% | +$17.6K | ﹤0.01% | 2464 |
|
|
2023
Q4 | $215K | Buy |
3,960
+127
| +3% | +$6.9K | ﹤0.01% | 2353 |
|
|
2023
Q3 | $202K | Buy |
+3,833
| New | +$202K | ﹤0.01% | 2228 |
|
|
2015
Q2 | – | Sell |
-13
| Closed | – | – | 2396 |
|
|
2015
Q1 | $0 | Hold |
13
| – | – | ﹤0.01% | 4189 |
|
|
2014
Q4 | $0 | Hold |
13
| – | – | ﹤0.01% | 4138 |
|
|
2014
Q3 | $0 | Hold |
13
| – | – | ﹤0.01% | 3961 |
|
|
2014
Q2 | $0 | Hold |
13
| – | – | ﹤0.01% | 3783 |
|
|
2014
Q1 | $0 | Hold |
13
| – | – | ﹤0.01% | 3609 |
|
|
2013
Q4 | $0 | Hold |
13
| – | – | ﹤0.01% | 3436 |
|
|
2013
Q3 | $0 | Hold |
13
| – | – | ﹤0.01% | 3322 |
|
|
2013
Q2 | $0 | Buy |
+13
| New | – | ﹤0.01% | 3108 |
|