Chicago Partners Investment Group’s Paylocity PCTY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $628K | Buy |
3,368
+259
| +8% | +$48.3K | 0.02% | 510 |
|
2025
Q1 | $571K | Buy |
3,109
+917
| +42% | +$168K | 0.02% | 483 |
|
2024
Q4 | $426K | Sell |
2,192
-90
| -4% | -$17.5K | 0.01% | 551 |
|
2024
Q3 | $395K | Buy |
2,282
+82
| +4% | +$14.2K | 0.01% | 546 |
|
2024
Q2 | $327K | Sell |
2,200
-8
| -0.4% | -$1.19K | 0.01% | 569 |
|
2024
Q1 | $351K | Sell |
2,208
-43
| -2% | -$6.83K | 0.01% | 532 |
|
2023
Q4 | $356K | Buy |
+2,251
| New | +$356K | 0.02% | 503 |
|