Clearstead 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 | $42K | Buy |
232
+149
| +180% | +$27K | ﹤0.01% | 1331 |
|
|
2025
Q1 | $15.6K | Buy |
83
+30
| +57% | +$5.62K | ﹤0.01% | 1482 |
|
|
2024
Q4 | $10.6K | Buy |
53
+19
| +56% | +$3.79K | ﹤0.01% | 1554 |
|
|
2024
Q3 | $5.61K | Sell |
34
-333
| -91% | -$54.9K | ﹤0.01% | 1694 |
|
|
2024
Q2 | $48.4K | Buy |
367
+34
| +10% | +$4.48K | ﹤0.01% | 1168 |
|
|
2024
Q1 | $55.6K | Sell |
333
-120
| -26% | -$20K | ﹤0.01% | 736 |
|
|
2023
Q4 | $74.7K | Sell |
453
-351
| -44% | -$57.9K | ﹤0.01% | 648 |
|
|
2023
Q3 | $146K | Buy |
804
+324
| +68% | +$58.9K | ﹤0.01% | 641 |
|
|
2023
Q2 | $88.6K | Buy |
480
+198
| +70% | +$36.5K | 0.01% | 603 |
|
|
2023
Q1 | $56.1K | Buy |
282
+253
| +872% | +$50.3K | ﹤0.01% | 643 |
|
|
2022
Q4 | $5.63K | Buy |
+29
| New | +$5.63K | ﹤0.01% | 969 |
|
|
2021
Q4 | – | Sell |
-118
| Closed | -$33K | – | 1391 |
|
|
2021
Q3 | $33K | Buy |
+118
| New | +$33K | ﹤0.01% | 679 |
|
|
2021
Q2 | – | Sell |
-87
| Closed | -$16K | – | 1293 |
|
|
2021
Q1 | $16K | Buy |
+87
| New | +$16K | ﹤0.01% | 714 |
|