Lake Street Private Wealth’s Paylocity PCTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $517K | Hold |
2,851
| – | – | 0.07% | 152 |
|
|
2025
Q1 | $534K | Hold |
2,851
| – | – | 0.09% | 148 |
|
|
2024
Q4 | $569K | Sell |
2,851
-1,054
| -27% | -$210K | 0.09% | 141 |
|
|
2024
Q3 | $644K | Hold |
3,905
| – | – | 0.1% | 142 |
|
|
2024
Q2 | $515K | Sell |
3,905
-300
| -7% | -$39.6K | 0.07% | 221 |
|
|
2024
Q1 | $723K | Hold |
4,205
| – | – | 0.1% | 182 |
|
|
2023
Q4 | $693K | Hold |
4,205
| – | – | 0.11% | 167 |
|
|
2023
Q3 | $760K | Sell |
4,205
-385
| -8% | -$69.5K | 0.14% | 148 |
|
|
2023
Q2 | $847K | Hold |
4,590
| – | – | 0.15% | 145 |
|
|
2023
Q1 | $912K | Sell |
4,590
-1
| -0% | -$199 | 0.17% | 136 |
|
|
2022
Q4 | $892K | Buy |
+4,591
| New | +$892K | 0.18% | 135 |
|