HighTower Advisors’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
$563K Sell
8,825
-214
-2% -$13.7K ﹤0.01% 2410
2025
Q1
$466K Sell
9,039
-4,210
-32% -$217K ﹤0.01% 2508
2024
Q4
$863K Buy
13,249
+2,631
+25% +$171K ﹤0.01% 2055
2024
Q3
$712K Sell
10,618
-43
-0.4% -$2.88K ﹤0.01% 2139
2024
Q2
$583K Buy
10,661
+75
+0.7% +$4.1K ﹤0.01% 2203
2024
Q1
$569K Buy
10,586
+3,981
+60% +$214K ﹤0.01% 2181
2023
Q4
$358K Buy
6,605
+356
+6% +$19.3K ﹤0.01% 2565
2023
Q3
$330K Buy
+6,249
New +$330K ﹤0.01% 2514
2015
Q1
Sell
-52,091
Closed -$1.41M 1677
2014
Q4
$1.41M Buy
+52,091
New +$1.41M 0.02% 689