SkyOak Wealth’s Paylocity PCTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $234K | Buy |
1,291
+29
| +2% | +$5.26K | 0.05% | 218 |
|
|
2025
Q1 | $236K | Sell |
1,262
-452
| -26% | -$84.7K | 0.05% | 205 |
|
|
2024
Q4 | $342K | Sell |
1,714
-54
| -3% | -$10.8K | 0.07% | 153 |
|
|
2024
Q3 | $292K | Sell |
1,768
-69
| -4% | -$11.4K | 0.06% | 174 |
|
|
2024
Q2 | $242K | Buy |
1,837
+122
| +7% | +$16.1K | 0.06% | 205 |
|
|
2024
Q1 | $295K | Buy |
1,715
+236
| +16% | +$40.6K | 0.07% | 192 |
|
|
2023
Q4 | $244K | Buy |
1,479
+32
| +2% | +$5.28K | 0.06% | 207 |
|
|
2023
Q3 | $263K | Buy |
+1,447
| New | +$263K | 0.08% | 186 |
|