Financial Advocates Investment Management’s Palantir PLTR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.2M | Buy |
30,829
+65
| +0.2% | +$8.86K | 0.34% | 66 |
|
2025
Q1 | $2.6M | Sell |
30,764
-7,833
| -20% | -$661K | 0.18% | 132 |
|
2024
Q4 | $2.92M | Sell |
38,597
-14,307
| -27% | -$1.08M | 0.17% | 137 |
|
2024
Q3 | $1.97M | Sell |
52,904
-1,006
| -2% | -$37.4K | 0.11% | 185 |
|
2024
Q2 | $1.37M | Buy |
53,910
+3,044
| +6% | +$77.1K | 0.08% | 224 |
|
2024
Q1 | $1.17M | Sell |
50,866
-2,450
| -5% | -$56.4K | 0.07% | 281 |
|
2023
Q4 | $915K | Buy |
53,316
+6,656
| +14% | +$114K | 0.06% | 304 |
|
2023
Q3 | $747K | Buy |
46,660
+14,662
| +46% | +$235K | 0.05% | 324 |
|
2023
Q2 | $491K | Buy |
31,998
+4,580
| +17% | +$70.2K | 0.04% | 413 |
|
2023
Q1 | $232K | Buy |
27,418
+10,141
| +59% | +$85.7K | 0.02% | 627 |
|
2022
Q4 | $111K | Sell |
17,277
-4,625
| -21% | -$29.7K | 0.01% | 709 |
|
2022
Q3 | $319K | Buy |
21,902
+23
| +0.1% | +$335 | 0.03% | 525 |
|
2022
Q2 | $198K | Sell |
21,879
-1,639
| -7% | -$14.8K | 0.02% | 628 |
|
2022
Q1 | $323K | Buy |
23,518
+6,039
| +35% | +$82.9K | 0.02% | 554 |
|
2021
Q4 | $328K | Buy |
+17,479
| New | +$328K | 0.02% | 604 |
|
2021
Q3 | – | Sell |
-13,208
| Closed | -$416K | – | 772 |
|
2021
Q2 | $416K | Sell |
13,208
-9,725
| -42% | -$306K | 0.03% | 511 |
|
2021
Q1 | $533K | Buy |
22,933
+9,013
| +65% | +$209K | 0.04% | 456 |
|
2020
Q4 | $328K | Buy |
+13,920
| New | +$328K | 0.02% | 541 |
|