Oxford Financial Group’s Paylocity PCTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $417K | Hold |
2,303
| – | – | 0.02% | 149 |
|
|
2025
Q1 | $431K | Sell |
2,303
-10
| -0.4% | -$1.87K | 0.03% | 144 |
|
|
2024
Q4 | $461K | Sell |
2,313
-14
| -0.6% | -$2.79K | 0.03% | 157 |
|
|
2024
Q3 | $384K | Sell |
2,327
-190
| -8% | -$31.3K | 0.02% | 171 |
|
|
2024
Q2 | $332K | Buy |
2,517
+214
| +9% | +$28.2K | 0.02% | 201 |
|
|
2024
Q1 | $396K | Hold |
2,303
| – | – | 0.03% | 152 |
|
|
2023
Q4 | $380K | Hold |
2,303
| – | – | 0.03% | 159 |
|
|
2023
Q3 | $418K | Hold |
2,303
| – | – | 0.04% | 143 |
|
|
2023
Q2 | $425K | Sell |
2,303
-10
| -0.4% | -$1.85K | 0.04% | 147 |
|
|
2023
Q1 | $460K | Sell |
2,313
-5
| -0.2% | -$994 | 0.05% | 118 |
|
|
2022
Q4 | $450K | Buy |
2,318
+15
| +0.7% | +$2.91K | 0.05% | 122 |
|
|
2022
Q3 | $556K | Buy |
+2,303
| New | +$556K | 0.08% | 90 |
|