UMB Bank’s Paylocity PCTY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$76.5K Sell
422
-45
-10% -$8.15K ﹤0.01% 940
2025
Q1
$87.5K Buy
467
+220
+89% +$41.2K ﹤0.01% 822
2024
Q4
$49.3K Buy
247
+72
+41% +$14.4K ﹤0.01% 922
2024
Q3
$28.9K Buy
175
+165
+1,650% +$27.2K ﹤0.01% 1070
2024
Q2
$1.32K Sell
10
-1
-9% -$132 ﹤0.01% 1901
2024
Q1
$1.89K Buy
+11
New +$1.89K ﹤0.01% 1561
2022
Q3
Sell
-73
Closed -$13K 1911
2022
Q2
$13K Hold
73
﹤0.01% 1314
2022
Q1
$15K Sell
73
-8
-10% -$1.64K ﹤0.01% 1358
2021
Q4
$19K Buy
+81
New +$19K ﹤0.01% 1294