UMB Bank’s Pegasystems PEGA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.5K | Buy |
730
+168
| +30% | +$9.09K | ﹤0.01% | 1195 |
|
|
2025
Q1 | $19.5K | Hold |
562
| – | – | ﹤0.01% | 1335 |
|
|
2024
Q4 | $26.2K | Hold |
562
| – | – | ﹤0.01% | 1155 |
|
|
2024
Q3 | $20.5K | Sell |
562
-4
| -0.7% | -$146 | ﹤0.01% | 1221 |
|
|
2024
Q2 | $17.1K | Sell |
566
-44
| -7% | -$1.33K | ﹤0.01% | 1128 |
|
|
2024
Q1 | $19.7K | Hold |
610
| – | – | ﹤0.01% | 1088 |
|
|
2023
Q4 | $14.9K | Hold |
610
| – | – | ﹤0.01% | 1159 |
|
|
2023
Q3 | $13.2K | Hold |
610
| – | – | ﹤0.01% | 1197 |
|
|
2023
Q2 | $15K | Hold |
610
| – | – | ﹤0.01% | 1170 |
|
|
2023
Q1 | $14.8K | Hold |
610
| – | – | ﹤0.01% | 1181 |
|
|
2022
Q4 | $10K | Buy |
+610
| New | +$10K | ﹤0.01% | 1311 |
|
|
2022
Q3 | – | Sell |
-106
| Closed | -$3K | – | 1912 |
|
|
2022
Q2 | $3K | Hold |
106
| – | – | ﹤0.01% | 1682 |
|
|
2022
Q1 | $4K | Hold |
106
| – | – | ﹤0.01% | 1713 |
|
|
2021
Q4 | $6K | Buy |
+106
| New | +$6K | ﹤0.01% | 1600 |
|
|
2017
Q2 | – | Sell |
-24,600
| Closed | -$539K | – | 332 |
|
|
2017
Q1 | $539K | Hold |
24,600
| – | – | 0.02% | 233 |
|
|
2016
Q4 | $443K | Hold |
24,600
| – | – | 0.02% | 246 |
|
|
2016
Q3 | $363K | Buy |
+24,600
| New | +$363K | 0.01% | 267 |
|