Envestnet Portfolio Solutions’s Paylocity PCTY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$498K Sell
2,749
-653
-19% -$118K ﹤0.01% 1099
2025
Q1
$637K Sell
3,402
-1,484
-30% -$278K ﹤0.01% 956
2024
Q4
$975K Buy
4,886
+665
+16% +$133K ﹤0.01% 941
2024
Q3
$696K Sell
4,221
-746
-15% -$123K ﹤0.01% 1043
2024
Q2
$655K Sell
4,967
-929
-16% -$122K ﹤0.01% 1023
2024
Q1
$1.01M Sell
5,896
-537
-8% -$92.3K ﹤0.01% 835
2023
Q4
$1.06M Sell
6,433
-130
-2% -$21.4K ﹤0.01% 780
2023
Q3
$1.19M Buy
+6,563
New +$1.19M 0.01% 706