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