Optimist Retirement Group’s Pegasystems PEGA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $334K | Buy |
+6,164
| New | +$334K | 0.16% | 74 |
|
|
2025
Q1 | – | Sell |
-6,274
| Closed | -$292K | – | 128 |
|
|
2024
Q4 | $292K | Sell |
6,274
-670
| -10% | -$31.2K | 0.14% | 66 |
|
|
2024
Q3 | $254K | Buy |
6,944
+76
| +1% | +$2.78K | 0.11% | 85 |
|
|
2024
Q2 | $208K | Buy |
6,868
+330
| +5% | +$9.99K | 0.11% | 107 |
|
|
2024
Q1 | $211K | Buy |
+6,538
| New | +$211K | 0.11% | 97 |
|