Jones Financial Companies’s Paylocity PCTY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $235K | Buy |
1,308
+48
| +4% | +$8.62K | ﹤0.01% | 1597 |
|
|
2025
Q1 | $235K | Sell |
1,260
-75
| -6% | -$14K | ﹤0.01% | 1434 |
|
|
2024
Q4 | $266K | Sell |
1,335
-1
| -0.1% | -$199 | ﹤0.01% | 1225 |
|
|
2024
Q3 | $216K | Buy |
1,336
+522
| +64% | +$84.2K | ﹤0.01% | 1106 |
|
|
2024
Q2 | $107K | Buy |
+814
| New | +$107K | ﹤0.01% | 1029 |
|
|
2023
Q4 | – | Sell |
-7
| Closed | -$1.27K | – | 1029 |
|
|
2023
Q3 | $1.27K | Buy |
+7
| New | +$1.27K | ﹤0.01% | 609 |
|
|
2022
Q3 | – | Sell |
-3
| Closed | -$1K | – | 682 |
|
|
2022
Q2 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 668 |
|