InceptionR’s Paylocity PCTY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.53M Buy
+8,466
New +$1.53M 0.35% 59
2025
Q1
Sell
-1,451
Closed -$289K 762
2024
Q4
$289K Buy
+1,451
New +$289K 0.06% 470
2024
Q1
Sell
-1,760
Closed -$290K 694
2023
Q4
$290K Sell
1,760
-1,349
-43% -$222K 0.21% 231
2023
Q3
$565K Buy
3,109
+1,131
+57% +$206K 0.32% 118
2023
Q2
$365K Buy
1,978
+475
+32% +$87.7K 0.19% 223
2023
Q1
$299K Sell
1,503
-935
-38% -$186K 0.1% 344
2022
Q4
$474K Buy
+2,438
New +$474K 0.25% 175