Focus Partners Wealth’s Paylocity PCTY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$575K Buy
3,176
+1,811
+133% +$328K ﹤0.01% 1363
2025
Q1
$256K Buy
1,365
+269
+25% +$50.4K ﹤0.01% 1638
2024
Q4
$219K Buy
+1,096
New +$219K ﹤0.01% 1671