Cambridge Investment Research Advisors’s Paylocity PCTY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$300K Buy
+1,655
New +$300K ﹤0.01% 2976
2022
Q4
Sell
-1,152
Closed -$278K 3188
2022
Q3
$278K Sell
1,152
-2
-0.2% -$483 ﹤0.01% 2427
2022
Q2
$201K Buy
1,154
+3
+0.3% +$523 ﹤0.01% 2717
2022
Q1
$237K Sell
1,151
-407
-26% -$83.8K ﹤0.01% 2745
2021
Q4
$368K Sell
1,558
-2,007
-56% -$474K ﹤0.01% 2348
2021
Q3
$1M Sell
3,565
-35
-1% -$9.82K ﹤0.01% 1518
2021
Q2
$687K Sell
3,600
-86
-2% -$16.4K ﹤0.01% 1811
2021
Q1
$663K Sell
3,686
-1,881
-34% -$338K ﹤0.01% 1695
2020
Q4
$1.15M Sell
5,567
-413
-7% -$85K 0.01% 1215
2020
Q3
$965K Sell
5,980
-213
-3% -$34.4K 0.01% 1207
2020
Q2
$903K Buy
+6,193
New +$903K 0.01% 1181
2019
Q2
Sell
-2,263
Closed -$202K 2310
2019
Q1
$202K Buy
+2,263
New +$202K ﹤0.01% 2069
2018
Q4
Sell
-2,675
Closed -$215K 2243
2018
Q3
$215K Buy
+2,675
New +$215K ﹤0.01% 2013