CAPTRUST Financial Advisors’s Palomar PLMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Buy |
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|
2025
Q1 | $892K | Sell |
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|
2024
Q4 | $792K | Buy |
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|
2024
Q3 | $519K | Sell |
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|
2024
Q2 | $472K | Sell |
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|
2024
Q1 | $1.03M | Sell |
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|
2023
Q4 | $2.71M | Sell |
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|
2023
Q3 | $2.75M | Buy |
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|
2023
Q2 | $1M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $5K | Buy |
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|
2022
Q1 | $4K | Buy |
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|
2021
Q4 | $3K | Sell |
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|
2021
Q3 | $11K | Buy |
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|
2021
Q2 | $10K | Buy |
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|
2021
Q1 | $9K | Buy |
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|
2020
Q4 | $4K | Buy |
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