C
Covestor’s Paylocity PCTY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $142K | Sell |
782
-205
| -21% | -$37.2K | 0.08% | 345 |
|
|
2025
Q1 | $185K | Sell |
987
-171
| -15% | -$32.1K | 0.12% | 181 |
|
|
2024
Q4 | $231K | Sell |
1,158
-215
| -16% | -$42.9K | 0.14% | 116 |
|
|
2024
Q3 | $227K | Buy |
1,373
+83
| +6% | +$13.7K | 0.14% | 137 |
|
|
2024
Q2 | $170K | Buy |
1,290
+44
| +4% | +$5.8K | 0.11% | 208 |
|
|
2024
Q1 | $214K | Buy |
1,246
+293
| +31% | +$50.3K | 0.14% | 138 |
|
|
2023
Q4 | $157K | Buy |
953
+117
| +14% | +$19.3K | 0.11% | 242 |
|
|
2023
Q3 | $152K | Buy |
836
+131
| +19% | +$23.8K | 0.11% | 210 |
|
|
2023
Q2 | $130K | Buy |
705
+19
| +3% | +$3.5K | 0.1% | 296 |
|
|
2023
Q1 | $136K | Buy |
686
+82
| +14% | +$16.3K | 0.12% | 234 |
|
|
2022
Q4 | $117K | Sell |
604
-116
| -16% | -$22.5K | 0.1% | 319 |
|
|
2022
Q3 | $174K | Buy |
720
+389
| +118% | +$94K | 0.15% | 106 |
|
|
2022
Q2 | $58K | Hold |
331
| – | – | 0.05% | 680 |
|
|
2022
Q1 | $68K | Buy |
331
+155
| +88% | +$31.8K | 0.05% | 693 |
|
|
2021
Q4 | $42K | Buy |
+176
| New | +$42K | 0.06% | 640 |
|