Jones Financial Companies’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
$1.23M Buy
11,661
+10,300
+757% +$1.26M ﹤0.01% 1631
2025
Q4
$208K Buy
1,361
+37
+3% +$5.5K ﹤0.01% 1894
2025
Q3
$217K Buy
1,324
+16
+1% +$2.83K ﹤0.01% 1752
2025
Q2
$235K Buy
1,308
+48
+4% +$9.01K ﹤0.01% 1597
2025
Q1
$235K Sell
1,260
-75
-6% -$15K ﹤0.01% 1434
2024
Q4
$266K Sell
1,335
-1
-0.1% -$191 ﹤0.01% 1225
2024
Q3
$216K Buy
1,336
+522
+64% +$79.4K ﹤0.01% 1106
2024
Q2
$107K Buy
+814
New +$126K ﹤0.01% 1029
2023
Q4
Sell
-7
Closed -$1.27K 1029
2023
Q3
$1.27K Buy
+7
New +$1.41K ﹤0.01% 609
2022
Q3
Sell
-3
Closed -$1K 682
2022
Q2
$1K Buy
+3
New +$547 ﹤0.01% 668

Other funds holding PCTY