Farther Finance Advisors’s Pegasystems PEGA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $326K | Buy |
6,022
+244
| +4% | +$13.2K | 0.01% | 1131 |
|
|
2025
Q1 | $204K | Buy |
5,778
+1,948
| +51% | +$68.7K | 0.01% | 1217 |
|
|
2024
Q4 | $178K | Sell |
3,830
-782
| -17% | -$36.4K | 0.01% | 1041 |
|
|
2024
Q3 | $169K | Buy |
4,612
+748
| +19% | +$27.3K | 0.01% | 1064 |
|
|
2024
Q2 | $115K | Buy |
3,864
+30
| +0.8% | +$889 | 0.01% | 1076 |
|
|
2024
Q1 | $120K | Sell |
3,834
-4
| -0.1% | -$125 | 0.01% | 878 |
|
|
2023
Q4 | $93.8K | Buy |
3,838
+298
| +8% | +$7.28K | 0.01% | 820 |
|
|
2023
Q3 | $76.8K | Buy |
3,540
+40
| +1% | +$868 | 0.01% | 649 |
|
|
2023
Q2 | $86.3K | Buy |
+3,500
| New | +$86.3K | 0.02% | 506 |
|