Shelton Capital Management’s Paylocity PCTY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,546	Closed	-$236K	–	775
2025 Q4	$236K	Hold	1,546	–	–	﹤0.01%	588
2025 Q3	$246K	Hold	1,546	–	–	0.01%	582
2025 Q2	$280K	Sell	1,546 -36	-2%	-$6.76K	0.01%	513
2025 Q1	$296K	Sell	1,582 -51	-3%	-$10.2K	0.01%	475
2024 Q4	$326K	Sell	1,633 -72	-4%	-$13.8K	0.01%	469
2024 Q3	$281K	Sell	1,705 -62	-4%	-$9.43K	0.01%	534
2024 Q2	$233K	Sell	1,767 -98	-5%	-$15.2K	0.01%	616
2024 Q1	$321K	Hold	1,865	–	–	0.01%	496
2023 Q4	$307K	Sell	1,865 -45	-2%	-$7.58K	0.01%	491
2023 Q3	$347K	Sell	1,910 -124	-6%	-$24.9K	0.01%	406
2023 Q2	$375K	Sell	2,034 -55	-3%	-$10.1K	0.01%	393
2023 Q1	$415K	Hold	2,089	–	–	0.02%	342
2022 Q4	$406K	Hold	2,089	–	–	0.04%	321
2022 Q3	$505K	Hold	2,089	–	–	0.02%	308
2022 Q2	$364K	Hold	2,089	–	–	0.02%	397
2022 Q1	$430K	Hold	2,089	–	–	0.02%	403
2021 Q4	$493K	Hold	2,089	–	–	0.02%	378
2021 Q3	$586K	Hold	2,089	–	–	0.02%	326
2021 Q2	$399K	Hold	2,089	–	–	0.02%	439
2021 Q1	$376K	Hold	2,089	–	–	0.01%	459
2020 Q4	$430K	Hold	2,089	–	–	0.02%	384
2020 Q3	$337K	Hold	2,089	–	–	0.01%	517
2020 Q2	$305K	Buy	+2,089	New	+$243K	0.02%	438