JNBA Financial Advisors’s Paylocity PCTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4
| Closed | -$798 | – | 671 |
|
|
2024
Q4 | $798 | Hold |
4
| – | – | ﹤0.01% | 626 |
|
|
2024
Q3 | $660 | Hold |
4
| – | – | ﹤0.01% | 635 |
|
|
2024
Q2 | $528 | Hold |
4
| – | – | ﹤0.01% | 619 |
|
|
2024
Q1 | $688 | Hold |
4
| – | – | ﹤0.01% | 644 |
|
|
2023
Q4 | $660 | Hold |
4
| – | – | ﹤0.01% | 666 |
|
|
2023
Q3 | $727 | Hold |
4
| – | – | ﹤0.01% | 688 |
|
|
2023
Q2 | $739 | Hold |
4
| – | – | ﹤0.01% | 675 |
|
|
2023
Q1 | $796 | Buy |
+4
| New | +$796 | ﹤0.01% | 680 |
|