CAPTRUST Financial Advisors’s Palomar PLMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Buy |
6,900
+390
| +6% | +$60.2K | ﹤0.01% | 1317 |
|
|
2025
Q1 | $892K | Sell |
6,510
-995
| -13% | -$136K | ﹤0.01% | 1340 |
|
|
2024
Q4 | $792K | Buy |
7,505
+2,024
| +37% | +$214K | ﹤0.01% | 1364 |
|
|
2024
Q3 | $519K | Sell |
5,481
-331
| -6% | -$31.3K | ﹤0.01% | 1555 |
|
|
2024
Q2 | $472K | Sell |
5,812
-6,488
| -53% | -$527K | ﹤0.01% | 1532 |
|
|
2024
Q1 | $1.03M | Sell |
12,300
-36,510
| -75% | -$3.06M | ﹤0.01% | 1109 |
|
|
2023
Q4 | $2.71M | Sell |
48,810
-5,359
| -10% | -$297K | 0.01% | 780 |
|
|
2023
Q3 | $2.75M | Buy |
54,169
+36,907
| +214% | +$1.87M | 0.01% | 734 |
|
|
2023
Q2 | $1M | Buy |
+17,262
| New | +$1M | ﹤0.01% | 1206 |
|
|
2022
Q3 | – | Sell |
-71
| Closed | -$5K | – | 3499 |
|
|
2022
Q2 | $5K | Buy |
71
+4
| +6% | +$282 | ﹤0.01% | 4108 |
|
|
2022
Q1 | $4K | Buy |
67
+27
| +68% | +$1.61K | ﹤0.01% | 4265 |
|
|
2021
Q4 | $3K | Sell |
40
-98
| -71% | -$7.35K | ﹤0.01% | 4300 |
|
|
2021
Q3 | $11K | Buy |
138
+5
| +4% | +$399 | ﹤0.01% | 3555 |
|
|
2021
Q2 | $10K | Buy |
133
+6
| +5% | +$451 | ﹤0.01% | 3549 |
|
|
2021
Q1 | $9K | Buy |
127
+87
| +218% | +$6.17K | ﹤0.01% | 3494 |
|
|
2020
Q4 | $4K | Buy |
+40
| New | +$4K | ﹤0.01% | 2930 |
|