Capital Advisors Ltd’s Paylocity PCTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 1561 |
|
|
2025
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 1524 |
|
|
2024
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 1524 |
|
|
2024
Q3 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1552 |
|
|
2023
Q4 | – | Sell |
-3
| Closed | -$1K | – | 1438 |
|
|
2023
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 1187 |
|
|
2023
Q2 | $1K | Sell |
3
-5
| -63% | -$1.67K | ﹤0.01% | 1196 |
|
|
2023
Q1 | $2K | Hold |
8
| – | – | ﹤0.01% | 920 |
|
|
2022
Q4 | $2K | Sell |
8
-5
| -38% | -$1.25K | ﹤0.01% | 887 |
|
|
2022
Q3 | $3K | Buy |
13
+10
| +333% | +$2.31K | ﹤0.01% | 761 |
|
|
2022
Q2 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 854 |
|