LF
Lee Financial’s Paychex PAYX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.86M | Buy |
12,787
+211
| +2% | +$30.7K | 0.27% | 38 |
|
|
2025
Q1 | $1.94M | Sell |
12,576
-1,129
| -8% | -$174K | 0.3% | 33 |
|
|
2024
Q4 | $1.92M | Sell |
13,705
-190
| -1% | -$26.6K | 0.27% | 36 |
|
|
2024
Q3 | $1.86M | Buy |
13,895
+1,163
| +9% | +$156K | 0.26% | 37 |
|
|
2024
Q2 | $1.51M | Sell |
12,732
-250
| -2% | -$29.6K | 0.25% | 42 |
|
|
2024
Q1 | $1.59M | Sell |
12,982
-108
| -0.8% | -$13.3K | 0.27% | 38 |
|
|
2023
Q4 | $1.56M | Buy |
13,090
+35
| +0.3% | +$4.17K | 0.27% | 37 |
|
|
2023
Q3 | $1.51M | Sell |
13,055
-848
| -6% | -$97.8K | 0.28% | 38 |
|
|
2023
Q2 | $1.56M | Hold |
13,903
| – | – | 0.27% | 41 |
|
|
2023
Q1 | $1.59M | Sell |
13,903
-1,971
| -12% | -$226K | 0.27% | 43 |
|
|
2022
Q4 | $1.83M | Buy |
15,874
+89
| +0.6% | +$10.3K | 0.31% | 43 |
|
|
2022
Q3 | $1.77M | Buy |
15,785
+65
| +0.4% | +$7.29K | 0.33% | 39 |
|
|
2022
Q2 | $1.79M | Buy |
15,720
+191
| +1% | +$21.7K | 0.33% | 39 |
|
|
2022
Q1 | $2.12M | Buy |
15,529
+885
| +6% | +$121K | 0.38% | 35 |
|
|
2021
Q4 | $2M | Buy |
14,644
+15
| +0.1% | +$2.05K | 0.38% | 35 |
|
|
2021
Q3 | $1.65M | Buy |
14,629
+50
| +0.3% | +$5.62K | 0.34% | 40 |
|
|
2021
Q2 | $1.56M | Sell |
14,579
-455
| -3% | -$48.8K | 0.33% | 46 |
|
|
2021
Q1 | $1.47M | Sell |
15,034
-106
| -0.7% | -$10.4K | 0.35% | 48 |
|
|
2020
Q4 | $1.41M | Sell |
15,140
-125
| -0.8% | -$11.7K | 0.37% | 44 |
|
|
2020
Q3 | $1.22M | Sell |
15,265
-36
| -0.2% | -$2.87K | 0.34% | 51 |
|
|
2020
Q2 | $1.16M | Sell |
15,301
-201
| -1% | -$15.2K | 0.32% | 55 |
|
|
2020
Q1 | $975K | Sell |
15,502
-1,229
| -7% | -$77.3K | 0.32% | 50 |
|
|
2019
Q4 | $1.42M | Buy |
16,731
+112
| +0.7% | +$9.53K | 0.31% | 44 |
|
|
2019
Q3 | $1.38M | Buy |
16,619
+55
| +0.3% | +$4.55K | 0.31% | 46 |
|
|
2019
Q2 | $1.36M | Sell |
16,564
-60
| -0.4% | -$4.94K | 0.31% | 43 |
|
|
2019
Q1 | $1.33M | Sell |
16,624
-867
| -5% | -$69.5K | 0.31% | 44 |
|
|
2018
Q4 | $1.14M | Sell |
17,491
-293
| -2% | -$19.1K | 0.31% | 46 |
|
|
2018
Q3 | $1.31M | Sell |
17,784
-219
| -1% | -$16.1K | 0.32% | 43 |
|
|
2018
Q2 | $1.23M | Sell |
18,003
-5,707
| -24% | -$390K | 0.29% | 51 |
|
|
2018
Q1 | $1.46M | Buy |
23,710
+2,966
| +14% | +$183K | 0.37% | 43 |
|
|
2017
Q4 | $1.41M | Sell |
20,744
-315
| -1% | -$21.4K | 0.41% | 45 |
|
|
2017
Q3 | $1.26M | Sell |
21,059
-1,150
| -5% | -$69K | 0.41% | 50 |
|
|
2017
Q2 | $1.26M | Buy |
22,209
+207
| +0.9% | +$11.8K | 0.47% | 50 |
|
|
2017
Q1 | $1.3M | Sell |
22,002
-532
| -2% | -$31.3K | 0.52% | 40 |
|
|
2016
Q4 | $1.37M | Buy |
+22,534
| New | +$1.37M | 0.77% | 29 |
|