Sowell Financial Services’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $387K | Sell |
2,659
-71
| -3% | -$10.3K | 0.02% | 691 |
|
|
2025
Q1 | $421K | Buy |
+2,730
| New | +$421K | 0.02% | 634 |
|
|
2023
Q2 | – | Sell |
-3,614
| Closed | -$414K | – | 752 |
|
|
2023
Q1 | $414K | Buy |
+3,614
| New | +$414K | 0.03% | 485 |
|
|
2021
Q2 | – | Sell |
-3,728
| Closed | -$379K | – | 2064 |
|
|
2021
Q1 | $379K | Buy |
3,728
+1,592
| +75% | +$162K | 0.01% | 755 |
|
|
2020
Q4 | $199K | Buy |
2,136
+1,017
| +91% | +$94.7K | 0.01% | 846 |
|
|
2020
Q3 | $89K | Sell |
1,119
-37
| -3% | -$2.94K | ﹤0.01% | 1010 |
|
|
2020
Q2 | $88K | Sell |
1,156
-5,179
| -82% | -$394K | ﹤0.01% | 1004 |
|
|
2020
Q1 | $399K | Sell |
6,335
-741
| -10% | -$46.7K | 0.03% | 458 |
|
|
2019
Q4 | $602K | Buy |
7,076
+3,523
| +99% | +$300K | 0.05% | 394 |
|
|
2019
Q3 | $294K | Buy |
+3,553
| New | +$294K | 0.02% | 540 |
|
|
2018
Q4 | – | Sell |
-4,601
| Closed | -$339K | – | 512 |
|
|
2018
Q3 | $339K | Sell |
4,601
-338
| -7% | -$24.9K | 0.05% | 255 |
|
|
2018
Q2 | $351K | Sell |
4,939
-3,705
| -43% | -$263K | 0.07% | 211 |
|
|
2018
Q1 | $526K | Sell |
8,644
-705
| -8% | -$42.9K | 0.13% | 149 |
|
|
2017
Q4 | $644K | Buy |
9,349
+671
| +8% | +$46.2K | 0.16% | 129 |
|
|
2017
Q3 | $557K | Sell |
8,678
-640
| -7% | -$41.1K | 0.15% | 134 |
|
|
2017
Q2 | $513K | Buy |
+9,318
| New | +$513K | 0.15% | 132 |
|
|
2017
Q1 | – | Sell |
-543
| Closed | -$32K | – | 490 |
|
|
2016
Q4 | $32K | Buy |
+543
| New | +$32K | 0.01% | 380 |
|