Steward Partners Investment Advisory’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
$1.92K Sell
30
-20
-40% -$1.28K ﹤0.01% 3744
2025
Q1
$2.58K Hold
50
﹤0.01% 3588
2024
Q4
$3.26K Buy
50
+20
+67% +$1.3K ﹤0.01% 3494
2024
Q3
$2.02K Hold
30
﹤0.01% 3434
2024
Q2
$1.63K Hold
30
﹤0.01% 3321
2024
Q1
$1.6K Hold
30
﹤0.01% 3322
2023
Q4
$1.63K Hold
30
﹤0.01% 3241
2023
Q3
$1.58K Hold
30
﹤0.01% 3119
2023
Q2
$1.74K Hold
30
﹤0.01% 3055
2023
Q1
$1.72K Hold
30
﹤0.01% 3044
2022
Q4
$1.51K Hold
30
﹤0.01% 3073
2022
Q3
$1K Hold
30
﹤0.01% 3159
2022
Q2
$1K Hold
30
﹤0.01% 3154
2022
Q1
$1K Hold
30
﹤0.01% 3215
2021
Q4
$1K Hold
30
﹤0.01% 3117
2021
Q3
$1K Hold
30
﹤0.01% 3100
2021
Q2
$1K Hold
30
﹤0.01% 6980
2021
Q1
$1.32K Sell
30
-150
-83% -$6.61K ﹤0.01% 3281
2020
Q4
$8K Hold
180
﹤0.01% 2387
2020
Q3
$7K Hold
180
﹤0.01% 2268
2020
Q2
$7K Hold
180
﹤0.01% 2175
2020
Q1
$5K Sell
180
-160
-47% -$4.44K ﹤0.01% 2089
2019
Q4
$14K Buy
340
+150
+79% +$6.18K ﹤0.01% 1897
2019
Q3
$7K Buy
190
+160
+533% +$5.9K ﹤0.01% 2143
2019
Q2
$1K Buy
+30
New +$1K ﹤0.01% 2547
2018
Q4
Sell
-30
Closed -$1K 1787
2018
Q3
$1K Hold
30
﹤0.01% 2516
2018
Q2
$1K Hold
30
﹤0.01% 2376
2018
Q1
$1K Hold
30
﹤0.01% 2160
2017
Q4
$1K Buy
+30
New +$1K ﹤0.01% 1804