Capital Advisors Inc’s Palantir PLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.97M | Sell |
24,343
-598
| -2% | -$48.3K | 0.04% | 120 |
|
|
2025
Q1 | $2.11M | Buy |
24,941
+2,722
| +12% | +$230K | 0.04% | 117 |
|
|
2024
Q4 | $1.68M | Buy |
22,219
+5,234
| +31% | +$396K | 0.03% | 124 |
|
|
2024
Q3 | $632K | Buy |
16,985
+2,327
| +16% | +$86.6K | 0.01% | 178 |
|
|
2024
Q2 | $371K | Buy |
14,658
+700
| +5% | +$17.7K | 0.01% | 228 |
|
|
2024
Q1 | $321K | Buy |
13,958
+825
| +6% | +$19K | 0.01% | 240 |
|
|
2023
Q4 | $225K | Buy |
13,133
+533
| +4% | +$9.15K | 0.01% | 271 |
|
|
2023
Q3 | $202K | Sell |
12,600
-700
| -5% | -$11.2K | 0.01% | 252 |
|
|
2023
Q2 | $204K | Buy |
13,300
+2,200
| +20% | +$33.7K | 0.01% | 262 |
|
|
2023
Q1 | $93.8K | Sell |
11,100
-6,600
| -37% | -$55.8K | ﹤0.01% | 249 |
|
|
2022
Q4 | $114K | Buy |
17,700
+100
| +0.6% | +$642 | ﹤0.01% | 247 |
|
|
2022
Q3 | $133K | Buy |
+17,600
| New | +$133K | ﹤0.01% | 233 |
|