Creative Planning’s Paylocity PCTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $432K | Sell |
2,385
-351
| -13% | -$63.6K | ﹤0.01% | 2591 |
|
|
2025
Q1 | $513K | Buy |
2,736
+996
| +57% | +$187K | ﹤0.01% | 2254 |
|
|
2024
Q4 | $347K | Buy |
1,740
+121
| +7% | +$24.1K | ﹤0.01% | 2534 |
|
|
2024
Q3 | $267K | Buy |
+1,619
| New | +$267K | ﹤0.01% | 2615 |
|
|
2023
Q4 | – | Sell |
-1,352
| Closed | -$246K | – | 2936 |
|
|
2023
Q3 | $246K | Buy |
+1,352
| New | +$246K | ﹤0.01% | 2089 |
|
|
2023
Q2 | – | Sell |
-1
| Closed | -$199 | – | 2650 |
|
|
2023
Q1 | $199 | Sell |
1
-1,042
| -100% | -$207K | ﹤0.01% | 2520 |
|
|
2022
Q4 | $203K | Sell |
1,043
-270
| -21% | -$52.5K | ﹤0.01% | 2000 |
|
|
2022
Q3 | $317K | Buy |
+1,313
| New | +$317K | ﹤0.01% | 1607 |
|
|
2017
Q3 | – | Sell |
-24
| Closed | -$1K | – | 3090 |
|
|
2017
Q2 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 4361 |
|
|
2016
Q2 | – | Sell |
-100
| Closed | -$3K | – | 4294 |
|
|
2016
Q1 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 3760 |
|