Ownership history in Bogart Wealth, LLC · 4 quarters on record
This page tracks every 13F SEC filing in which Bogart Wealth, LLC reported a position in PROGRESS SOFTWARE CORP COM (PRGS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 212 | +200 | +1666.7% | 0.00% | $9K | $43.93 |
| 2025 Q2 | UNCHANGED | 12 | — | 0% | 0.00% | $766 | $63.84 |
| 2025 Q1 | REDUCED | 12 | -33 | -73.3% | 0.00% | $618 | $51.51 |
| 2024 Q4 | INITIATED | 45 | — | — | 0.00% | $3K | $65.15 |
As of 2025 Q4 — sorted by position size