OneDigital Investment Advisors’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 | $238K | Sell |
|
|||||
|
2025
Q2 | $272K | Buy |
|
|||||
|
2025
Q1 | $269K | Buy |
|
|||||
|
2024
Q4 | $257K | Sell |
|
|||||
|
2024
Q3 | $213K | Buy |
|
|||||
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $379K | Buy |
|
|||||
|
2023
Q3 | $267K | Hold |
|
|||||
|
2023
Q2 | $272K | Buy |
|
|||||
|
2023
Q1 | $246K | Buy |
|
|||||
|
2022
Q4 | $236K | Sell |
|
|||||
|
2022
Q3 | $348K | Sell |
|
|||||
|
2022
Q2 | $260K | Buy |
|