Concourse Financial Group Securities’s Palomar PLMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-665
| Closed | -$71.7K | – | 6079 |
|
|
2024
Q4 | $71.7K | Sell |
665
-18
| -3% | -$1.94K | ﹤0.01% | 1053 |
|
|
2024
Q3 | $64.7K | Buy |
683
+12
| +2% | +$1.14K | ﹤0.01% | 1086 |
|
|
2024
Q2 | $54.5K | Buy |
671
+42
| +7% | +$3.41K | ﹤0.01% | 1141 |
|
|
2024
Q1 | $52.7K | Buy |
+629
| New | +$52.7K | ﹤0.01% | 1167 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 6737 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 6584 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 6433 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 6200 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 6203 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 6023 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 5978 |
|
|
2022
Q1 | – | Sell |
-12
| Closed | -$1K | – | 5861 |
|
|
2021
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 2312 |
|
|
2021
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 2337 |
|
|
2021
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 2303 |
|
|
2021
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 2269 |
|
|
2020
Q4 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 2212 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 4987 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 4853 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 4826 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 4765 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 4568 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 4715 |
|