Stifel Financial’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 | $1.69M | Buy |
15,679
+1,746
| +13% | +$214K | ﹤0.01% | 2089 |
|
|
2025
Q4 | $2.12M | Sell |
13,933
-5,054
| -27% | -$752K | ﹤0.01% | 1887 |
|
|
2025
Q3 | $3.02M | Sell |
18,987
-435
| -2% | -$77K | ﹤0.01% | 1602 |
|
|
2025
Q2 | $3.52M | Sell |
19,422
-1,795
| -8% | -$337K | ﹤0.01% | 1455 |
|
|
2025
Q1 | $3.97M | Sell |
21,217
-2,094
| -9% | -$418K | ﹤0.01% | 1316 |
|
|
2024
Q4 | $4.65M | Sell |
23,311
-101
| -0.4% | -$19.3K | ﹤0.01% | 1244 |
|
|
2024
Q3 | $3.86M | Buy |
23,412
+133
| +0.6% | +$20.2K | ﹤0.01% | 1348 |
|
|
2024
Q2 | $3.07M | Buy |
23,279
+622
| +3% | +$96.3K | ﹤0.01% | 1439 |
|
|
2024
Q1 | $3.89M | Buy |
22,657
+481
| +2% | +$79.4K | ﹤0.01% | 1294 |
|
|
2023
Q4 | $3.66M | Buy |
22,176
+3,028
| +16% | +$510K | ﹤0.01% | 1291 |
|
|
2023
Q3 | $3.48M | Buy |
19,148
+974
| +5% | +$196K | ﹤0.01% | 1241 |
|
|
2023
Q2 | $3.35M | Buy |
18,174
+11,526
| +173% | +$2.11M | ﹤0.01% | 1286 |
|
|
2023
Q1 | $1.32M | Buy |
6,648
+2,704
| +69% | +$532K | ﹤0.01% | 1846 |
|
|
2022
Q4 | $766K | Sell |
3,944
-1,917
| -33% | -$412K | ﹤0.01% | 2195 |
|
|
2022
Q3 | $1.42M | Buy |
5,861
+390
| +7% | +$89.6K | ﹤0.01% | 1703 |
|
|
2022
Q2 | $954K | Sell |
5,471
-18,593
| -77% | -$3.39M | ﹤0.01% | 2024 |
|
|
2022
Q1 | $4.95M | Sell |
24,064
-11,034
| -31% | -$2.23M | 0.01% | 1063 |
|
|
2021
Q4 | $8.29M | Buy |
35,098
+7,547
| +27% | +$2M | 0.01% | 831 |
|
|
2021
Q3 | $7.73M | Buy |
27,551
+253
| +0.9% | +$60.8K | 0.01% | 821 |
|
|
2021
Q2 | $5.21M | Sell |
27,298
-19,355
| -41% | -$3.48M | 0.01% | 998 |
|
|
2021
Q1 | $8.39M | Sell |
46,653
-7,434
| -14% | -$1.42M | 0.01% | 730 |
|
|
2020
Q4 | $11.1M | Buy |
54,087
+2,648
| +5% | +$509K | 0.02% | 569 |
|
|
2020
Q3 | $8.3M | Sell |
51,439
-613
| -1% | -$86.3K | 0.02% | 593 |
|
|
2020
Q2 | $7.59M | Sell |
52,052
-50,545
| -49% | -$5.88M | 0.02% | 584 |
|
|
2020
Q1 | $9.06M | Sell |
102,597
-2,779
| -3% | -$349K | 0.03% | 479 |
|
|
2019
Q4 | $12.7M | Buy |
105,376
+83,642
| +385% | +$9.16M | 0.03% | 509 |
|
|
2019
Q3 | $2.12M | Buy |
21,734
+17,795
| +452% | +$1.82M | 0.01% | 1274 |
|
|
2019
Q2 | $370K | Buy |
3,939
+1,105
| +39% | +$105K | ﹤0.01% | 2372 |
|
|
2019
Q1 | $253K | Buy |
+2,834
| New | +$220K | ﹤0.01% | 2462 |
|
Other funds holding PCTY
VPM
VCM
