Steward Partners Investment Advisory’s Pegasystems PEGA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $75.8K | Hold |
1,400
| – | – | ﹤0.01% | 2266 |
|
|
2025
Q1 | $48.7K | Hold |
1,400
| – | – | ﹤0.01% | 2394 |
|
|
2024
Q4 | $65.2K | Hold |
1,400
| – | – | ﹤0.01% | 2199 |
|
|
2024
Q3 | $51.2K | Hold |
1,400
| – | – | ﹤0.01% | 2225 |
|
|
2024
Q2 | $42.4K | Sell |
1,400
-64
| -4% | -$1.94K | ﹤0.01% | 2183 |
|
|
2024
Q1 | $47.3K | Buy |
1,464
+64
| +5% | +$2.07K | ﹤0.01% | 2145 |
|
|
2023
Q4 | $34.2K | Hold |
1,400
| – | – | ﹤0.01% | 2140 |
|
|
2023
Q3 | $30.4K | Hold |
1,400
| – | – | ﹤0.01% | 2127 |
|
|
2023
Q2 | $34.5K | Hold |
1,400
| – | – | ﹤0.01% | 2041 |
|
|
2023
Q1 | $33.9K | Hold |
1,400
| – | – | ﹤0.01% | 2029 |
|
|
2022
Q4 | $24K | Hold |
1,400
| – | – | ﹤0.01% | 2149 |
|
|
2022
Q3 | $22K | Buy |
1,400
+362
| +35% | +$5.69K | ﹤0.01% | 2189 |
|
|
2022
Q2 | $25K | Buy |
1,038
+38
| +4% | +$915 | ﹤0.01% | 2128 |
|
|
2022
Q1 | $40K | Buy |
1,000
+400
| +67% | +$16K | ﹤0.01% | 2036 |
|
|
2021
Q4 | $34K | Hold |
600
| – | – | ﹤0.01% | 2087 |
|
|
2021
Q3 | $38K | Hold |
600
| – | – | ﹤0.01% | 2022 |
|
|
2021
Q2 | $42K | Hold |
600
| – | – | ﹤0.01% | 3687 |
|
|
2021
Q1 | $34.3K | Hold |
600
| – | – | ﹤0.01% | 2189 |
|
|
2020
Q4 | $40K | Hold |
600
| – | – | ﹤0.01% | 1770 |
|
|
2020
Q3 | $36K | Hold |
600
| – | – | ﹤0.01% | 1650 |
|
|
2020
Q2 | $30K | Sell |
600
-600
| -50% | -$30K | ﹤0.01% | 1613 |
|
|
2020
Q1 | $42K | Sell |
1,200
-300
| -20% | -$10.5K | ﹤0.01% | 1329 |
|
|
2019
Q4 | $59K | Hold |
1,500
| – | – | ﹤0.01% | 1331 |
|
|
2019
Q3 | $51K | Hold |
1,500
| – | – | ﹤0.01% | 1340 |
|
|
2019
Q2 | $53K | Buy |
+1,500
| New | +$53K | ﹤0.01% | 1317 |
|
|
2018
Q4 | – | Sell |
-1,500
| Closed | -$47K | – | 1740 |
|
|
2018
Q3 | $47K | Hold |
1,500
| – | – | ﹤0.01% | 1220 |
|
|
2018
Q2 | $41K | Buy |
1,500
+400
| +36% | +$10.9K | ﹤0.01% | 1181 |
|
|
2018
Q1 | $33K | Buy |
1,100
+300
| +38% | +$9K | ﹤0.01% | 1150 |
|
|
2017
Q4 | $18K | Sell |
800
-400
| -33% | -$9K | ﹤0.01% | 1164 |
|
|
2017
Q3 | $34K | Hold |
1,200
| – | – | ﹤0.01% | 790 |
|
|
2017
Q2 | $35K | Hold |
1,200
| – | – | ﹤0.01% | 714 |
|
|
2017
Q1 | $26K | Buy |
+1,200
| New | +$26K | ﹤0.01% | 688 |
|