IFP Advisors’s Paylocity PCTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $21.3K | Sell |
197
-207
| -51% | -$25.4K | ﹤0.01% | 2745 |
|
|
2025
Q4 | $61.6K | Buy |
404
+197
| +95% | +$29.3K | ﹤0.01% | 2070 |
|
|
2025
Q3 | $33K | Sell |
207
-131
| -39% | -$23.2K | ﹤0.01% | 2304 |
|
|
2025
Q2 | $61.2K | Buy |
338
+241
| +248% | +$45.2K | ﹤0.01% | 1942 |
|
|
2025
Q1 | $18.5K | Buy |
97
+44
| +83% | +$8.79K | ﹤0.01% | 2313 |
|
|
2024
Q4 | $11K | Buy |
53
+5
| +10% | +$957 | ﹤0.01% | 2495 |
|
|
2024
Q3 | $7.92K | Buy |
48
+32
| +200% | +$4.87K | ﹤0.01% | 2520 |
|
|
2024
Q2 | $2.11K | Buy |
16
+6
| +60% | +$929 | ﹤0.01% | 2799 |
|
|
2024
Q1 | $1.72K | Buy |
10
+9
| +900% | +$1.49K | ﹤0.01% | 2733 |
|
|
2023
Q4 | $165 | Sell |
1
-1
| -50% | -$168 | ﹤0.01% | 2949 |
|
|
2023
Q3 | $363 | Sell |
2
-4
| -67% | -$803 | ﹤0.01% | 3138 |
|
|
2023
Q2 | $1.11K | Buy |
+6
| New | +$1.1K | ﹤0.01% | 3061 |
|
|
2023
Q1 | – | Sell |
-37
| Closed | -$3K | – | 4146 |
|
|
2022
Q4 | $3K | Sell |
37
-214
| -85% | -$46K | ﹤0.01% | 4041 |
|
|
2022
Q3 | $24K | Buy |
251
+236
| +1,573% | +$54.2K | ﹤0.01% | 2931 |
|
|
2022
Q2 | $2K | Hold |
15
| – | – | ﹤0.01% | 4163 |
|
|
2022
Q1 | $2K | Buy |
15
+13
| +650% | +$2.63K | ﹤0.01% | 4161 |
|
|
2021
Q4 | $1K | Hold |
2
| – | – | ﹤0.01% | 3075 |
|
|
2021
Q3 | $1K | Buy |
2
+1
| +100% | +$240 | ﹤0.01% | 3092 |
|
|
2021
Q2 | $0 | Buy |
+1
| New | +$180 | ﹤0.01% | 4036 |
|
|
2021
Q1 | – | Sell |
-133
| Closed | -$25.4K | – | 3948 |
|
|
2020
Q4 | $27K | Buy |
+133
| New | +$25.6K | ﹤0.01% | 1683 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3647 |
|
|
2020
Q2 | – | Sell |
-247
| Closed | -$28.7K | – | 3480 |
|
|
2020
Q1 | $23K | Buy |
+247
| New | +$31K | ﹤0.01% | 1432 |
|
|
2017
Q4 | – | Sell |
-100
| Closed | -$5K | – | 4029 |
|
|
2017
Q3 | $5K | Sell |
100
-176
| -64% | -$8.17K | ﹤0.01% | 3409 |
|
|
2017
Q2 | $12K | Buy |
+276
| New | +$12K | ﹤0.01% | 2909 |
|
Other funds holding PCTY
VPM
VCM
