Farther Finance 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 | $139K | Buy |
765
+688
| +894% | +$125K | ﹤0.01% | 1581 |
|
|
2025
Q1 | $14.6K | Sell |
77
-41
| -35% | -$7.78K | ﹤0.01% | 2546 |
|
|
2024
Q4 | $23.5K | Sell |
118
-5
| -4% | -$997 | ﹤0.01% | 2016 |
|
|
2024
Q3 | $20.3K | Buy |
123
+80
| +186% | +$13.2K | ﹤0.01% | 2065 |
|
|
2024
Q2 | $5.68K | Buy |
43
+10
| +30% | +$1.32K | ﹤0.01% | 2344 |
|
|
2024
Q1 | $5.53K | Buy |
33
+16
| +94% | +$2.68K | ﹤0.01% | 2022 |
|
|
2023
Q4 | $2.8K | Buy |
+17
| New | +$2.8K | ﹤0.01% | 2277 |
|
|
2023
Q1 | – | Sell |
-1
| Closed | -$194 | – | 2419 |
|
|
2022
Q4 | $194 | Buy |
+1
| New | +$194 | ﹤0.01% | 2044 |
|