Lake Street Private Wealth’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 | $454K | Hold |
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|
2025
Q2 | $517K | Hold |
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|
2025
Q1 | $534K | Hold |
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|
2024
Q4 | $569K | Sell |
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|
2024
Q3 | $644K | Hold |
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|
2024
Q2 | $515K | Sell |
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|
2024
Q1 | $723K | Hold |
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|
2023
Q4 | $693K | Hold |
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|
2023
Q3 | $760K | Sell |
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|
2023
Q2 | $847K | Hold |
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|
2023
Q1 | $912K | Sell |
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|
2022
Q4 | $892K | Buy |
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