EverSource Wealth Advisors’s Progress Software PRGS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$21.2K	Buy	825 +619	+300%	+$23.7K	﹤0.01%	2471
2025 Q4	$8.85K	Buy	206 +56	+37%	+$2.44K	﹤0.01%	2862
2025 Q3	$6.59K	Sell	150 -382	-72%	-$17.6K	﹤0.01%	3025
2025 Q2	$34K	Buy	532 +115	+28%	+$7K	﹤0.01%	1885
2025 Q1	$21.5K	Buy	417 +200	+92%	+$11.4K	﹤0.01%	1653
2024 Q4	$14.1K	Buy	217 +71	+49%	+$4.74K	﹤0.01%	1820
2024 Q3	$9.84K	Buy	146 +21	+17%	+$1.2K	﹤0.01%	1878
2024 Q2	$7.3K	Buy	125 +63	+102%	+$3.2K	﹤0.01%	2038
2024 Q1	$3.09K	Hold	62	–	–	﹤0.01%	2232
2023 Q4	$3.37K	Hold	62	–	–	﹤0.01%	2010
2023 Q3	$3.26K	Hold	62	–	–	﹤0.01%	1861
2023 Q2	$3.6K	Hold	62	–	–	﹤0.01%	1853
2023 Q1	$3.56K	Hold	62	–	–	﹤0.01%	1751
2022 Q4	$3.13K	Hold	62	–	–	﹤0.01%	1772
2022 Q3	$3K	Hold	62	–	–	﹤0.01%	1569
2022 Q2	$3K	Hold	62	–	–	﹤0.01%	1423
2022 Q1	$3K	Hold	62	–	–	﹤0.01%	1443
2021 Q4	$3K	Buy	+62	New	+$3.09K	﹤0.01%	1448