GeoWealth 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 Q1	–	Sell	-3,880	Closed	-$253K	–	1626
2024 Q4	$253K	Buy	3,880 +3,354	+638%	+$219K	0.01%	676
2024 Q3	$35.4K	Buy	+526	New	+$35.4K	﹤0.01%	1171