OneDigital Investment Advisors’s Paylocity PCTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $272K | Buy |
1,503
+67
| +5% | +$12.1K | ﹤0.01% | 1217 |
|
|
2025
Q1 | $269K | Buy |
1,436
+149
| +12% | +$27.9K | ﹤0.01% | 1172 |
|
|
2024
Q4 | $257K | Sell |
1,287
-2
| -0.2% | -$399 | ﹤0.01% | 1209 |
|
|
2024
Q3 | $213K | Buy |
+1,289
| New | +$213K | ﹤0.01% | 1335 |
|
|
2024
Q1 | – | Sell |
-2,301
| Closed | -$379K | – | 1145 |
|
|
2023
Q4 | $379K | Buy |
2,301
+829
| +56% | +$137K | 0.01% | 828 |
|
|
2023
Q3 | $267K | Hold |
1,472
| – | – | 0.01% | 841 |
|
|
2023
Q2 | $272K | Buy |
1,472
+233
| +19% | +$43K | 0.01% | 863 |
|
|
2023
Q1 | $246K | Buy |
1,239
+23
| +2% | +$4.57K | 0.01% | 840 |
|
|
2022
Q4 | $236K | Sell |
1,216
-226
| -16% | -$43.9K | 0.01% | 731 |
|
|
2022
Q3 | $348K | Sell |
1,442
-46
| -3% | -$11.1K | 0.01% | 560 |
|
|
2022
Q2 | $260K | Buy |
+1,488
| New | +$260K | 0.01% | 595 |
|