Allworth Financial’s Paylocity PCTY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$44.9K Buy
2025
Q2
$27.2K Buy
2025
Q1
$27.9K Buy
2024
Q4
$28.5K Sell
2024
Q3
$24.4K Sell
2024
Q2
$28.3K Buy
2024
Q1
$1.38K Sell
2023
Q4
$13.8K Sell
2023
Q3
$16.4K Hold
2023
Q2
$16.6K Sell
2023
Q1
$18.7K Buy
2022
Q4
$16.9K Sell
2022
Q3
$21K Buy
2022
Q2
$14K Buy
2022
Q1
$0 Buy
2021
Q4
Sell
2021
Q3
$5K Buy