Hardy Reed’s Paylocity PCTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $238K | Hold |
1,315
| – | – | 0.02% | 214 |
|
|
2025
Q1 | $246K | Buy |
1,315
+134
| +11% | +$25.1K | 0.02% | 202 |
|
|
2024
Q4 | $236K | Buy |
+1,181
| New | +$236K | 0.02% | 221 |
|
|
2024
Q2 | – | Sell |
-1,193
| Closed | -$205K | – | 236 |
|
|
2024
Q1 | $205K | Buy |
+1,193
| New | +$205K | 0.03% | 116 |
|
|
2023
Q4 | – | Sell |
-1,188
| Closed | -$216K | – | 120 |
|
|
2023
Q3 | $216K | Hold |
1,188
| – | – | 0.04% | 98 |
|
|
2023
Q2 | $219K | Buy |
+1,188
| New | +$219K | 0.04% | 92 |
|
|
2022
Q4 | – | Sell |
-1,147
| Closed | -$277K | – | 112 |
|
|
2022
Q3 | $277K | Hold |
1,147
| – | – | 0.06% | 69 |
|
|
2022
Q2 | $200K | Sell |
1,147
-14
| -1% | -$2.44K | 0.04% | 78 |
|
|
2022
Q1 | $239K | Hold |
1,161
| – | – | 0.04% | 74 |
|
|
2021
Q4 | $274K | Sell |
1,161
-1,176
| -50% | -$278K | 0.05% | 85 |
|
|
2021
Q3 | $655K | Hold |
2,337
| – | – | 0.12% | 51 |
|
|
2021
Q2 | $446K | Buy |
2,337
+411
| +21% | +$78.4K | 0.08% | 59 |
|
|
2021
Q1 | $346K | Hold |
1,926
| – | – | 0.07% | 69 |
|
|
2020
Q4 | $397K | Sell |
1,926
-8
| -0.4% | -$1.65K | 0.08% | 59 |
|
|
2020
Q3 | $312K | Sell |
1,934
-180
| -9% | -$29K | 0.08% | 61 |
|
|
2020
Q2 | $308K | Buy |
+2,114
| New | +$308K | 0.11% | 53 |
|
|
2020
Q1 | – | Sell |
-2,378
| Closed | -$287K | – | 71 |
|
|
2019
Q4 | $287K | Hold |
2,378
| – | – | 0.11% | 54 |
|
|
2019
Q3 | $232K | Buy |
2,378
+140
| +6% | +$13.7K | 0.09% | 57 |
|
|
2019
Q2 | $210K | Sell |
2,238
-528
| -19% | -$49.5K | 0.08% | 65 |
|
|
2019
Q1 | $247K | Buy |
+2,766
| New | +$247K | 0.09% | 56 |
|