Cornerstone Planning 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 | $2.36K | Sell |
13
-8
| -38% | -$1.45K | ﹤0.01% | 896 |
|
|
2025
Q1 | $3.87K | Buy |
21
+3
| +17% | +$553 | ﹤0.01% | 803 |
|
|
2024
Q4 | $3.69K | Hold |
18
| – | – | ﹤0.01% | 646 |
|
|
2024
Q3 | $3.17K | Hold |
18
| – | – | ﹤0.01% | 667 |
|
|
2024
Q2 | $2.76K | Sell |
18
-27
| -60% | -$4.13K | ﹤0.01% | 701 |
|
|
2024
Q1 | $7.54K | Sell |
45
-6
| -12% | -$1.01K | ﹤0.01% | 456 |
|
|
2023
Q4 | $8.41K | Hold |
51
| – | – | ﹤0.01% | 458 |
|
|
2023
Q3 | $9.27K | Sell |
51
-21
| -29% | -$3.82K | ﹤0.01% | 442 |
|
|
2023
Q2 | $13.3K | Buy |
+72
| New | +$13.3K | 0.01% | 550 |
|
|
2022
Q4 | $2.74K | Buy |
+14
| New | +$2.74K | ﹤0.01% | 1106 |
|