Concourse Financial Group Securities’s Palantir PLTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-29,368
Closed -$2.26M 6087
2024
Q4
$2.26M Buy
29,368
+19,751
+205% +$1.52M 0.13% 168
2024
Q3
$358K Buy
9,617
+2,166
+29% +$80.6K 0.02% 540
2024
Q2
$189K Buy
7,451
+3,339
+81% +$84.6K 0.01% 703
2024
Q1
$94.6K Buy
4,112
+1,781
+76% +$41K 0.01% 936
2023
Q4
$40K Buy
2,331
+988
+74% +$17K ﹤0.01% 1213
2023
Q3
$21.5K Sell
1,343
-26
-2% -$416 ﹤0.01% 1416
2023
Q2
$21K Sell
1,369
-871
-39% -$13.4K ﹤0.01% 1426
2023
Q1
$18.9K Buy
2,240
+900
+67% +$7.61K ﹤0.01% 1481
2022
Q4
$8.6K Buy
1,340
+106
+9% +$680 ﹤0.01% 1709
2022
Q3
$10K Hold
1,234
﹤0.01% 1486
2022
Q2
$11K Sell
1,234
-200
-14% -$1.78K ﹤0.01% 1644
2022
Q1
$20K Buy
1,434
+627
+78% +$8.75K ﹤0.01% 1483
2021
Q4
$15K Sell
807
-309
-28% -$5.74K ﹤0.01% 1744
2021
Q3
$27K Sell
1,116
-617
-36% -$14.9K ﹤0.01% 1549
2021
Q2
$46K Buy
1,733
+413
+31% +$11K ﹤0.01% 1346
2021
Q1
$31K Buy
1,320
+880
+200% +$20.7K ﹤0.01% 1410
2020
Q4
$10K Sell
440
-2,860
-87% -$65K ﹤0.01% 1686
2020
Q3
$31K Buy
+3,300
New +$31K ﹤0.01% 1218