Dakota Wealth Management’s Progress Software PRGS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$272K Sell
2025
Q1
$224K Buy
2024
Q3
Sell
2024
Q2
$207K Buy
2024
Q1
Sell
2023
Q4
$286K Sell
2023
Q3
$290K Sell
2023
Q2
$330K Sell
2023
Q1
$331K Buy
2022
Q4
$271K Buy
2022
Q3
$220K Buy