Avantax Advisory Services’s Paylocity PCTY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$430K	Buy	2,371 +28	+1%	+$5.07K	﹤0.01%	1677
2025 Q1	$439K	Buy	2,343 +403	+21%	+$75.5K	﹤0.01%	1585
2024 Q4	$387K	Buy	1,940 +98	+5%	+$19.5K	﹤0.01%	1615
2024 Q3	$304K	Buy	1,842 +57	+3%	+$9.4K	﹤0.01%	1737
2024 Q2	$235K	Buy	+1,785	New	+$235K	﹤0.01%	1856