Farther Finance 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 | $147K | Buy |
952
+835
| +714% | +$129K | ﹤0.01% | 1552 |
|
|
2025
Q1 | $16.2K | Sell |
117
-437
| -79% | -$60.5K | ﹤0.01% | 2490 |
|
|
2024
Q4 | $58.5K | Buy |
554
+99
| +22% | +$10.5K | ﹤0.01% | 1581 |
|
|
2024
Q3 | $43.1K | Buy |
455
+378
| +491% | +$35.8K | ﹤0.01% | 1728 |
|
|
2024
Q2 | $6.41K | Buy |
77
+5
| +7% | +$416 | ﹤0.01% | 2277 |
|
|
2024
Q1 | $5.92K | Sell |
72
-6
| -8% | -$493 | ﹤0.01% | 1991 |
|
|
2023
Q4 | $4.33K | Buy |
78
+73
| +1,460% | +$4.05K | ﹤0.01% | 2041 |
|
|
2023
Q3 | $254 | Hold |
5
| – | – | ﹤0.01% | 2423 |
|
|
2023
Q2 | $290 | Hold |
5
| – | – | ﹤0.01% | 2289 |
|
|
2023
Q1 | $276 | Hold |
5
| – | – | ﹤0.01% | 2142 |
|
|
2022
Q4 | $226 | Buy |
+5
| New | +$226 | ﹤0.01% | 2012 |
|