Kestra Investment Management’s Pegasystems PEGA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.87M	Buy	49,488 +25,068	+103%	+$1.45M	0.04%	139
2025 Q1	$849K	Sell	24,420 -8,040	-25%	-$279K	0.03%	193
2024 Q4	$1.51M	Buy	32,460 +8,022	+33%	+$374K	0.06%	102
2024 Q3	$893K	Buy	24,438 +11,948	+96%	+$437K	0.04%	135
2024 Q2	$378K	Buy	+12,490	New	+$378K	0.03%	91