Kestra Advisory Services’s Paylocity PCTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $329K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $221K | Buy |
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|
2023
Q1 | $203K | Sell |
|
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|
2022
Q4 | $308K | Buy |
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|
2022
Q3 | $336K | Buy |
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|
2022
Q2 | $216K | Buy |
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|
2022
Q1 | $243K | Buy |
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|
2021
Q4 | $252K | Buy |
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|
2021
Q3 | $285K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $263K | Buy |
|