IFP Advisors’s Pegasystems PEGA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $170K | Sell |
4,000
-1,326
| -25% | -$61.6K | ﹤0.01% | 1484 |
|
|
2025
Q4 | $318K | Sell |
5,326
-118
| -2% | -$6.91K | 0.01% | 1136 |
|
|
2025
Q3 | $313K | Buy |
5,444
+2,135
| +65% | +$118K | 0.01% | 1077 |
|
|
2025
Q2 | $179K | Buy |
3,309
+1,379
| +71% | +$62.5K | 0.01% | 1324 |
|
|
2025
Q1 | $67.1K | Buy |
1,930
+1,886
| +4,286% | +$83.4K | ﹤0.01% | 1749 |
|
|
2024
Q4 | $2.05K | Buy |
+44
| New | +$1.88K | ﹤0.01% | 3098 |
|
|
2024
Q2 | – | Sell |
-36
| Closed | -$1.16K | – | 3312 |
|
|
2024
Q1 | $1.16K | Buy |
+36
| New | +$1.01K | ﹤0.01% | 2829 |
|
|
2023
Q1 | – | Sell |
-50
| Closed | -$2K | – | 4148 |
|
|
2022
Q4 | $2K | Sell |
50
-34
| -40% | -$588 | ﹤0.01% | 4197 |
|
|
2022
Q3 | $3K | Buy |
84
+28
| +50% | +$569 | ﹤0.01% | 4246 |
|
|
2022
Q2 | $2K | Hold |
56
| – | – | ﹤0.01% | 4164 |
|
|
2022
Q1 | $2K | Buy |
+56
| New | +$2.51K | ﹤0.01% | 4162 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4292 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4041 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3952 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3776 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3650 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3483 |
|
|
2020
Q1 | – | Sell |
-292
| Closed | -$12.3K | – | 3435 |
|
|
2019
Q4 | $12K | Sell |
292
-60
| -17% | -$2.27K | ﹤0.01% | 1845 |
|
|
2019
Q3 | $12K | Buy |
+352
| New | +$12.7K | ﹤0.01% | 1993 |
|
|
2019
Q1 | – | Sell |
-666
| Closed | -$16K | – | 3126 |
|
|
2018
Q4 | $16K | Sell |
666
-6,814
| -91% | -$179K | ﹤0.01% | 2255 |
|
|
2018
Q3 | $234K | Sell |
7,480
-2,084
| -22% | -$63K | 0.01% | 995 |
|
|
2018
Q2 | $262K | Buy |
9,564
+9,194
| +2,485% | +$282K | 0.01% | 934 |
|
|
2018
Q1 | $9K | Hold |
370
| – | – | ﹤0.01% | 2850 |
|
|
2017
Q4 | $9K | Buy |
370
+14
| +4% | +$376 | ﹤0.01% | 2895 |
|
|
2017
Q3 | $10K | Buy |
356
+40
| +13% | +$1.16K | ﹤0.01% | 3028 |
|
|
2017
Q2 | $9K | Buy |
316
+116
| +58% | +$3.06K | ﹤0.01% | 3097 |
|
|
2017
Q1 | $4K | Sell |
200
-700
| -78% | -$14.2K | ﹤0.01% | 3430 |
|
|
2016
Q4 | $16K | Hold |
900
| – | – | ﹤0.01% | 2614 |
|
|
2016
Q3 | $13K | Hold |
900
| – | – | ﹤0.01% | 2675 |
|
|
2016
Q2 | $12K | Buy |
+900
| New | +$11.9K | ﹤0.01% | 2663 |
|
|
2016
Q1 | – | Sell |
-1,082
| Closed | -$15K | – | 3115 |
|
|
2015
Q4 | $15K | Buy |
+1,082
| New | +$15K | ﹤0.01% | 2336 |
|
Other funds holding PEGA
VPM
VCM
