Global Financial Private Client’s Paylocity PCTY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-5	Closed	-$937	–	1204
2025 Q1	$937	Buy	5 +4	+400%	+$750	﹤0.01%	1082
2024 Q4	$199	Buy	+1	New	+$199	﹤0.01%	1273