Global Retirement Partners’s Paylocity PCTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $91.7K | Buy |
601
+582
| +3,063% | +$86.6K | ﹤0.01% | 1965 |
|
|
2025
Q3 | $3.03K | Sell |
19
-40
| -68% | -$7.08K | ﹤0.01% | 3169 |
|
|
2025
Q2 | $10.7K | Buy |
+59
| New | +$11.1K | ﹤0.01% | 2584 |
|
|
2024
Q4 | $3.59K | Hold |
18
| – | – | ﹤0.01% | 2840 |
|
|
2024
Q3 | $2.97K | Sell |
18
-14
| -44% | -$2.13K | ﹤0.01% | 2792 |
|
|
2024
Q2 | $4.22K | Sell |
32
-1
| -3% | -$155 | ﹤0.01% | 2684 |
|
|
2024
Q1 | $5.67K | Buy |
33
+2
| +6% | +$330 | ﹤0.01% | 2346 |
|
|
2023
Q4 | $4.76K | Buy |
31
+15
| +94% | +$2.52K | ﹤0.01% | 2340 |
|
|
2023
Q3 | $3.01K | Hold |
16
| – | – | ﹤0.01% | 2376 |
|
|
2023
Q2 | $2.95K | Sell |
16
-5
| -24% | -$915 | ﹤0.01% | 2398 |
|
|
2023
Q1 | $3.93K | Buy |
21
+12
| +133% | +$2.36K | ﹤0.01% | 2254 |
|
|
2022
Q4 | $1.75K | Buy |
+9
| New | +$1.93K | ﹤0.01% | 2407 |
|
|
2022
Q2 | – | Sell |
-9
| Closed | -$1K | – | 2837 |
|
|
2022
Q1 | $1K | Buy |
+9
| New | +$1.82K | ﹤0.01% | 2480 |
|
|
2021
Q4 | – | Sell |
-100
| Closed | -$28K | – | 1328 |
|
|
2021
Q3 | $28K | Hold |
100
| – | – | ﹤0.01% | 1088 |
|
|
2021
Q2 | $19K | Hold |
100
| – | – | ﹤0.01% | 1202 |
|
|
2021
Q1 | $18K | Hold |
100
| – | – | ﹤0.01% | 1143 |
|
|
2020
Q4 | $21K | Hold |
100
| – | – | ﹤0.01% | 1017 |
|
|
2020
Q3 | $16K | Hold |
100
| – | – | ﹤0.01% | 1000 |
|
|
2020
Q2 | $15K | Hold |
100
| – | – | ﹤0.01% | 1000 |
|
|
2020
Q1 | $9K | Hold |
100
| – | – | ﹤0.01% | 1062 |
|
|
2019
Q4 | $12K | Hold |
100
| – | – | ﹤0.01% | 1114 |
|
|
2019
Q3 | $10K | Hold |
100
| – | – | ﹤0.01% | 1123 |
|
|
2019
Q2 | $9K | Buy |
+100
| New | +$9.49K | ﹤0.01% | 1142 |
|