LFG
Lockerman Financial Group’s Paychex PAYX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,140
| Closed | -$255K | – | 113 |
|
|
2023
Q4 | $255K | Hold |
2,140
| – | – | 0.59% | 60 |
|
|
2023
Q3 | $247K | Hold |
2,140
| – | – | 0.66% | 58 |
|
|
2023
Q2 | $239K | Hold |
2,140
| – | – | 0.66% | 56 |
|
|
2023
Q1 | $245K | Hold |
2,140
| – | – | 0.68% | 53 |
|
|
2022
Q4 | $247K | Hold |
2,140
| – | – | 0.72% | 53 |
|
|
2022
Q3 | $240K | Buy |
+2,140
| New | +$240K | 0.69% | 48 |
|
|
2022
Q2 | – | Sell |
-2,140
| Closed | -$292K | – | 74 |
|
|
2022
Q1 | $292K | Hold |
2,140
| – | – | 0.79% | 36 |
|
|
2021
Q4 | $292K | Buy |
+2,140
| New | +$292K | 0.76% | 37 |
|