Cooper Financial Group’s Palantir PLTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$836K Sell
6,136
-2,392
-28% -$326K 0.1% 167
2025
Q1
$720K Buy
8,528
+5,799
+212% +$489K 0.09% 187
2024
Q4
$206K Buy
+2,729
New +$206K 0.02% 371
2024
Q1
Sell
-24,969
Closed -$429K 368
2023
Q4
$429K Sell
24,969
-1
-0% -$17 0.08% 229
2023
Q3
$400K Buy
24,970
+27
+0.1% +$432 0.1% 224
2023
Q2
$382K Buy
24,943
+10
+0% +$153 0.09% 223
2023
Q1
$211K Hold
24,933
0.06% 282
2022
Q4
$160K Sell
24,933
-24
-0.1% -$154 0.05% 285
2022
Q3
$203K Buy
+24,957
New +$203K 0.07% 246