Roberts, Glore & Co’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 | $276K | Sell |
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|
2025
Q2 | $332K | Hold |
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|
2025
Q1 | $344K | Hold |
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|
2024
Q4 | $366K | Hold |
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|
2024
Q3 | $303K | Hold |
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|
2024
Q2 | $242K | Hold |
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|
2024
Q1 | $315K | Hold |
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|
2023
Q4 | $303K | Hold |
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|
2023
Q3 | $333K | Sell |
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|
2023
Q2 | $399K | Sell |
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|
2023
Q1 | $432K | Hold |
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|
2022
Q4 | $423K | Sell |
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|
2022
Q3 | $531K | Sell |
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|
2022
Q2 | $388K | Hold |
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|
2022
Q1 | $458K | Sell |
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|
2021
Q4 | $531K | Sell |
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|
2021
Q3 | $673K | Sell |
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|
2021
Q2 | $473K | Hold |
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|
2021
Q1 | $446K | Sell |
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|
2020
Q4 | $728K | Sell |
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|
2020
Q3 | $627K | Sell |
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|
2020
Q2 | $593K | Sell |
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|
2020
Q1 | $368K | Hold |
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|
2019
Q4 | $503K | Buy |
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|
2019
Q3 | $304K | Sell |
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|
2019
Q2 | $309K | Sell |
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|
2019
Q1 | $314K | Sell |
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|
2018
Q4 | $218K | Hold |
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|
2018
Q3 | $291K | Hold |
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|
2018
Q2 | $213K | Buy |
|