Atria Investments’s Paylocity PCTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $632K | Buy |
3,491
+8
| +0.2% | +$1.45K | 0.01% | 1299 |
|
|
2025
Q1 | $652K | Sell |
3,483
-305
| -8% | -$57.1K | 0.01% | 1207 |
|
|
2024
Q4 | $755K | Sell |
3,788
-124
| -3% | -$24.7K | 0.01% | 1128 |
|
|
2024
Q3 | $645K | Sell |
3,912
-2
| -0.1% | -$330 | 0.01% | 1204 |
|
|
2024
Q2 | $516K | Buy |
+3,914
| New | +$516K | 0.01% | 1280 |
|
|
2021
Q4 | – | Sell |
-7,076
| Closed | -$1.98M | – | 873 |
|
|
2021
Q3 | $1.98M | Buy |
7,076
+192
| +3% | +$53.8K | 0.04% | 532 |
|
|
2021
Q2 | $1.31M | Buy |
6,884
+626
| +10% | +$119K | 0.03% | 665 |
|
|
2021
Q1 | $1.13M | Buy |
6,258
+637
| +11% | +$115K | 0.02% | 663 |
|
|
2020
Q4 | $1.16M | Buy |
+5,621
| New | +$1.16M | 0.03% | 622 |
|
|
2020
Q2 | – | Sell |
-3,628
| Closed | -$320K | – | 703 |
|
|
2020
Q1 | $320K | Sell |
3,628
-923
| -20% | -$81.4K | 0.02% | 432 |
|
|
2019
Q4 | $550K | Buy |
4,551
+1,244
| +38% | +$150K | 0.01% | 748 |
|
|
2019
Q3 | $323K | Buy |
3,307
+654
| +25% | +$63.9K | 0.01% | 696 |
|
|
2019
Q2 | $266K | Buy |
+2,653
| New | +$266K | 0.01% | 791 |
|
|
2018
Q4 | – | Sell |
-2,822
| Closed | -$230K | – | 982 |
|
|
2018
Q3 | $230K | Buy |
+2,822
| New | +$230K | 0.01% | 879 |
|