Oxford Financial Group’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 | $367K | Hold |
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|
2025
Q2 | $417K | Hold |
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|
2025
Q1 | $431K | Sell |
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|
2024
Q4 | $461K | Sell |
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|
2024
Q3 | $384K | Sell |
|
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|
2024
Q2 | $332K | Buy |
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|
2024
Q1 | $396K | Hold |
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|
2023
Q4 | $380K | Hold |
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|
2023
Q3 | $418K | Hold |
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|
2023
Q2 | $425K | Sell |
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|
2023
Q1 | $460K | Sell |
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|
2022
Q4 | $450K | Buy |
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|
2022
Q3 | $556K | Buy |
|