Steward Partners Investment Advisory’s Paylocity PCTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $50.7K | Buy |
280
+8
| +3% | +$1.45K | ﹤0.01% | 2474 |
|
|
2025
Q1 | $51K | Sell |
272
-2
| -0.7% | -$375 | ﹤0.01% | 2378 |
|
|
2024
Q4 | $54.7K | Buy |
274
+63
| +30% | +$12.6K | ﹤0.01% | 2289 |
|
|
2024
Q3 | $34.8K | Buy |
211
+204
| +2,914% | +$33.7K | ﹤0.01% | 2414 |
|
|
2024
Q2 | $923 | Sell |
7
-15
| -68% | -$1.98K | ﹤0.01% | 3404 |
|
|
2024
Q1 | $3.78K | Buy |
+22
| New | +$3.78K | ﹤0.01% | 3128 |
|
|
2023
Q3 | – | Sell |
-1,658
| Closed | -$306K | – | 3430 |
|
|
2023
Q2 | $306K | Sell |
1,658
-533
| -24% | -$98.4K | ﹤0.01% | 1112 |
|
|
2023
Q1 | $436K | Buy |
2,191
+1,214
| +124% | +$241K | 0.01% | 978 |
|
|
2022
Q4 | $190K | Buy |
977
+968
| +10,756% | +$188K | ﹤0.01% | 1259 |
|
|
2022
Q3 | $2K | Sell |
9
-14
| -61% | -$3.11K | ﹤0.01% | 3047 |
|
|
2022
Q2 | $4K | Sell |
23
-17
| -43% | -$2.96K | ﹤0.01% | 2860 |
|
|
2022
Q1 | $8K | Sell |
40
-86
| -68% | -$17.2K | ﹤0.01% | 2742 |
|
|
2021
Q4 | $30K | Hold |
126
| – | – | ﹤0.01% | 2147 |
|
|
2021
Q3 | $35K | Sell |
126
-94
| -43% | -$26.1K | ﹤0.01% | 2056 |
|
|
2021
Q2 | $42K | Sell |
220
-105
| -32% | -$20K | ﹤0.01% | 3686 |
|
|
2021
Q1 | $58.4K | Buy |
325
+218
| +204% | +$39.2K | ﹤0.01% | 1902 |
|
|
2020
Q4 | $22K | Buy |
107
+27
| +34% | +$5.55K | ﹤0.01% | 2017 |
|
|
2020
Q3 | $13K | Buy |
+80
| New | +$13K | ﹤0.01% | 2046 |
|