Dakota Wealth Management’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 | $272K | Sell |
4,265
-91
| -2% | -$5.81K | 0.01% | 646 |
|
|
2025
Q1 | $224K | Buy |
+4,356
| New | +$224K | 0.01% | 684 |
|
|
2024
Q3 | – | Sell |
-3,817
| Closed | -$207K | – | 750 |
|
|
2024
Q2 | $207K | Buy |
+3,817
| New | +$207K | ﹤0.01% | 654 |
|
|
2024
Q1 | – | Sell |
-5,273
| Closed | -$286K | – | 766 |
|
|
2023
Q4 | $286K | Sell |
5,273
-243
| -4% | -$13.2K | 0.01% | 528 |
|
|
2023
Q3 | $290K | Sell |
5,516
-161
| -3% | -$8.47K | 0.01% | 494 |
|
|
2023
Q2 | $330K | Sell |
5,677
-93
| -2% | -$5.4K | 0.02% | 462 |
|
|
2023
Q1 | $331K | Buy |
5,770
+396
| +7% | +$22.8K | 0.02% | 444 |
|
|
2022
Q4 | $271K | Buy |
5,374
+200
| +4% | +$10.1K | 0.02% | 460 |
|
|
2022
Q3 | $220K | Buy |
+5,174
| New | +$220K | 0.02% | 478 |
|