Harel Insurance Investments & Financial Services’s Paylocity PCTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.66M | Sell |
31,210
-3,000
| -9% | -$544K | 0.06% | 112 |
|
|
2025
Q1 | $6.41M | Sell |
34,210
-2,105
| -6% | -$394K | 0.08% | 100 |
|
|
2024
Q4 | $7.24M | Buy |
36,315
+17,391
| +92% | +$3.47M | 0.12% | 75 |
|
|
2024
Q3 | $3.12M | Buy |
18,924
+3,447
| +22% | +$569K | 0.05% | 106 |
|
|
2024
Q2 | $2.05M | Buy |
15,477
+15,418
| +26,132% | +$2.04M | 0.04% | 123 |
|
|
2024
Q1 | $10K | Sell |
59
-11
| -16% | -$1.86K | ﹤0.01% | 487 |
|
|
2023
Q4 | $12K | Sell |
70
-45
| -39% | -$7.71K | ﹤0.01% | 528 |
|
|
2023
Q3 | $21K | Sell |
115
-12
| -9% | -$2.19K | ﹤0.01% | 544 |
|
|
2023
Q2 | $23K | Sell |
127
-9
| -7% | -$1.63K | ﹤0.01% | 562 |
|
|
2023
Q1 | $27K | Sell |
136
-43
| -24% | -$8.54K | ﹤0.01% | 568 |
|
|
2022
Q4 | $35K | Sell |
179
-31
| -15% | -$6.06K | ﹤0.01% | 530 |
|
|
2022
Q3 | $52K | Sell |
210
-10
| -5% | -$2.48K | ﹤0.01% | 499 |
|
|
2022
Q2 | $38K | Sell |
220
-102
| -32% | -$17.6K | ﹤0.01% | 549 |
|
|
2022
Q1 | $66K | Sell |
322
-302
| -48% | -$61.9K | ﹤0.01% | 487 |
|
|
2021
Q4 | $149K | Sell |
624
-100
| -14% | -$23.9K | ﹤0.01% | 450 |
|
|
2021
Q3 | $203K | Sell |
724
-14
| -2% | -$3.93K | 0.01% | 370 |
|
|
2021
Q2 | $141K | Sell |
738
-1,290
| -64% | -$246K | ﹤0.01% | 612 |
|
|
2021
Q1 | $792K | Buy |
2,028
+658
| +48% | +$257K | 0.01% | 415 |
|
|
2020
Q4 | $282K | Buy |
1,370
+55
| +4% | +$11.3K | 0.01% | 446 |
|
|
2020
Q3 | $213K | Buy |
1,315
+1,215
| +1,215% | +$197K | 0.01% | 297 |
|
|
2020
Q2 | $15K | Buy |
+100
| New | +$15K | ﹤0.01% | 478 |
|