Prudent Man 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
$215K Buy
+3,374
New +$215K 0.07% 163
2024
Q4
Sell
-2,989
Closed -$201K 185
2024
Q3
$201K Buy
+2,989
New +$201K 0.07% 172
2023
Q3
Sell
-3,515
Closed -$204K 212
2023
Q2
$204K Hold
3,515
0.08% 191
2023
Q1
$202K Sell
3,515
-776
-18% -$44.6K 0.08% 184
2022
Q4
$216K Buy
+4,291
New +$216K 0.09% 177
2022
Q3
Sell
-4,531
Closed -$205K 177
2022
Q2
$205K Sell
4,531
-262
-5% -$11.9K 0.1% 149
2022
Q1
$226K Buy
4,793
+252
+6% +$11.9K 0.09% 162
2021
Q4
$219K Buy
+4,541
New +$219K 0.08% 172