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 |
|