CAPTRUST Financial Advisors’s Paylocity PCTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $773K | Buy |
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|
2025
Q1 | $585K | Buy |
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|
2024
Q4 | $559K | Sell |
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|
2024
Q3 | $1.01M | Sell |
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|
2024
Q2 | $1.01M | Buy |
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|
2024
Q1 | $1.19M | Sell |
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|
2023
Q4 | $1.29M | Buy |
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|
2023
Q3 | $1.3M | Buy |
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|
2023
Q2 | $1.26M | Buy |
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|
2023
Q1 | $1.3M | Buy |
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|
2022
Q4 | $1.11M | Buy |
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|
2022
Q3 | $847K | Buy |
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|
2022
Q2 | $475K | Buy |
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|
2022
Q1 | $218K | Buy |
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|
2021
Q4 | $210K | Sell |
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|
2021
Q3 | $306K | Buy |
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|
2021
Q2 | $151K | Buy |
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|
2021
Q1 | $124K | Buy |
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|
2020
Q4 | $37K | Sell |
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|
2020
Q3 | $31K | Buy |
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|
2020
Q2 | $18K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $12K | Sell |
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|
2019
Q2 | $12K | Buy |
|