Archford Capital Strategies’s Paylocity PCTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.87M | Hold |
15,845
| – | – | 0.37% | 67 |
|
|
2025
Q1 | $2.97M | Sell |
15,845
-51
| -0.3% | -$9.55K | 0.43% | 58 |
|
|
2024
Q4 | $3.17M | Sell |
15,896
-1,144
| -7% | -$228K | 0.48% | 52 |
|
|
2024
Q3 | $2.87M | Hold |
17,040
| – | – | 0.43% | 60 |
|
|
2024
Q2 | $2.25M | Sell |
17,040
-27
| -0.2% | -$3.56K | 0.36% | 70 |
|
|
2024
Q1 | $2.93M | Sell |
17,067
-8,511
| -33% | -$1.46M | 0.49% | 53 |
|
|
2023
Q4 | $4.22M | Buy |
25,578
+7,427
| +41% | +$1.22M | 0.77% | 31 |
|
|
2023
Q3 | $3.3M | Sell |
18,151
-1,000
| -5% | -$182K | 0.66% | 38 |
|
|
2023
Q2 | $4.21M | Sell |
19,151
-996
| -5% | -$219K | 0.8% | 28 |
|
|
2023
Q1 | $3.78M | Sell |
20,147
-1,615
| -7% | -$303K | 0.79% | 28 |
|
|
2022
Q4 | $4.23M | Sell |
21,762
-4
| -0% | -$777 | 0.97% | 27 |
|
|
2022
Q3 | $5.26M | Sell |
21,766
-4,243
| -16% | -$1.02M | 1.36% | 14 |
|
|
2022
Q2 | $4.54M | Hold |
26,009
| – | – | 1.14% | 22 |
|
|
2022
Q1 | $5.45M | Buy |
26,009
+1,325
| +5% | +$278K | 1.21% | 19 |
|
|
2021
Q4 | $5.83M | Sell |
24,684
-1,150
| -4% | -$272K | 1.33% | 16 |
|
|
2021
Q3 | $7.24M | Sell |
25,834
-1,758
| -6% | -$493K | 1.71% | 9 |
|
|
2021
Q2 | $5.27M | Sell |
27,592
-242
| -0.9% | -$46.2K | 1.32% | 16 |
|
|
2021
Q1 | $5.42M | Buy |
27,834
+21
| +0.1% | +$4.09K | 1.44% | 16 |
|
|
2020
Q4 | $5.63M | Buy |
27,813
+2,000
| +8% | +$405K | 1.3% | 16 |
|
|
2020
Q3 | $4.17M | Sell |
25,813
-777
| -3% | -$125K | 1.12% | 20 |
|
|
2020
Q2 | $3.88M | Sell |
26,590
-7,989
| -23% | -$1.17M | 1.15% | 17 |
|
|
2020
Q1 | $3.05M | Buy |
34,579
+11,916
| +53% | +$1.05M | 1.19% | 15 |
|
|
2019
Q4 | $2.74M | Sell |
22,663
-1,639
| -7% | -$198K | 0.94% | 24 |
|
|
2019
Q3 | $2.37M | Buy |
24,302
+8,064
| +50% | +$787K | 0.88% | 25 |
|
|
2019
Q2 | $1.52M | Buy |
16,238
+2,010
| +14% | +$189K | 0.55% | 49 |
|
|
2019
Q1 | $1.27M | Buy |
14,228
+735
| +5% | +$65.6K | 0.47% | 59 |
|
|
2018
Q4 | $812K | Buy |
13,493
+2,570
| +24% | +$155K | 0.33% | 85 |
|
|
2018
Q3 | $877K | Buy |
10,923
+50
| +0.5% | +$4.01K | 0.32% | 89 |
|
|
2018
Q2 | $640K | Sell |
10,873
-7,207
| -40% | -$424K | 0.23% | 128 |
|
|
2018
Q1 | $853K | Hold |
18,080
| – | – | 0.36% | 92 |
|
|
2017
Q4 | $853K | Sell |
18,080
-800
| -4% | -$37.7K | 0.32% | 105 |
|
|
2017
Q3 | $922K | Hold |
18,880
| – | – | 0.35% | 104 |
|
|
2017
Q2 | $853K | Hold |
18,880
| – | – | 0.34% | 105 |
|
|
2017
Q1 | $729K | Hold |
18,880
| – | – | 0.27% | 120 |
|
|
2016
Q4 | $566K | Hold |
18,880
| – | – | 0.24% | 128 |
|
|
2016
Q3 | $839K | Hold |
18,880
| – | – | 0.35% | 108 |
|
|
2016
Q2 | $816K | Sell |
18,880
-1,000
| -5% | -$43.2K | 0.43% | 73 |
|
|
2016
Q1 | $651K | Buy |
19,880
+12,685
| +176% | +$415K | 0.31% | 117 |
|
|
2015
Q4 | $292K | Buy |
7,195
+15
| +0.2% | +$609 | 0.13% | 151 |
|
|
2015
Q3 | $215K | Buy |
7,180
+5,180
| +259% | +$155K | 0.16% | 110 |
|
|
2015
Q2 | $72K | Hold |
2,000
| – | – | 0.05% | 171 |
|
|
2015
Q1 | $57.3K | Hold |
2,000
| – | – | 0.04% | 192 |
|
|
2014
Q4 | $52K | Hold |
2,000
| – | – | 0.04% | 203 |
|
|
2014
Q3 | $39K | Hold |
2,000
| – | – | 0.03% | 227 |
|
|
2014
Q2 | $43.3K | Buy |
2,000
+1,000
| +100% | +$21.6K | 0.03% | 225 |
|
|
2014
Q1 | $24.1K | Buy |
+1,000
| New | +$24.1K | 0.02% | 300 |
|