Plato Investment Management’s Paylocity PCTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-66
| Closed | -$13.2K | – | 587 |
|
|
2024
Q4 | $13.2K | Sell |
66
-9
| -12% | -$1.8K | ﹤0.01% | 541 |
|
|
2024
Q3 | $12.4K | Sell |
75
-3,640
| -98% | -$600K | ﹤0.01% | 497 |
|
|
2024
Q2 | $490K | Hold |
3,715
| – | – | 0.05% | 278 |
|
|
2024
Q1 | $638K | Buy |
3,715
+3,640
| +4,853% | +$626K | 0.07% | 244 |
|
|
2023
Q4 | $12.4K | Buy |
+75
| New | +$12.4K | 0.02% | 357 |
|