Allworth Financial’s Palomar PLMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.9K | Buy |
207
+197
| +1,970% | +$30.4K | ﹤0.01% | 2209 |
|
|
2025
Q1 | $1.53K | Buy |
10
+7
| +233% | +$1.07K | ﹤0.01% | 3304 |
|
|
2024
Q4 | $324 | Sell |
3
-4
| -57% | -$432 | ﹤0.01% | 3697 |
|
|
2024
Q3 | $663 | Buy |
7
+2
| +40% | +$189 | ﹤0.01% | 3348 |
|
|
2024
Q2 | $444 | Buy |
+5
| New | +$444 | ﹤0.01% | 3405 |
|
|
2022
Q4 | – | Sell |
-153
| Closed | -$13K | – | 3145 |
|
|
2022
Q3 | $13K | Buy |
153
+135
| +750% | +$11.5K | ﹤0.01% | 1500 |
|
|
2022
Q2 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 2225 |
|