USA Financial Formulas’s Paylocity PCTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-155
| Closed | -$29K | – | 333 |
|
|
2025
Q1 | $29K | Buy |
+155
| New | +$29K | ﹤0.01% | 214 |
|
|
2019
Q1 | – | Sell |
-4,728
| Closed | -$380K | – | 280 |
|
|
2018
Q4 | $380K | Buy |
+4,728
| New | +$380K | 0.09% | 158 |
|
|
2017
Q3 | – | Sell |
-10,435
| Closed | -$471K | – | 311 |
|
|
2017
Q2 | $471K | Buy |
+10,435
| New | +$471K | 0.11% | 172 |
|
|
2016
Q3 | – | Sell |
-12,559
| Closed | -$543K | – | 289 |
|
|
2016
Q2 | $543K | Buy |
+12,559
| New | +$543K | 0.15% | 107 |
|
|
2015
Q3 | – | Sell |
-16,757
| Closed | -$601K | – | 172 |
|
|
2015
Q2 | $601K | Buy |
+16,757
| New | +$601K | 0.18% | 95 |
|