HBK Sorce Advisory’s Palantir PLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.49M | Sell |
47,608
-2,388
| -5% | -$326K | 0.18% | 58 |
|
|
2025
Q1 | $4.22M | Buy |
49,996
+3,602
| +8% | +$304K | 0.12% | 81 |
|
|
2024
Q4 | $3.51M | Buy |
46,394
+3,558
| +8% | +$269K | 0.11% | 91 |
|
|
2024
Q3 | $1.59M | Buy |
42,836
+2,835
| +7% | +$105K | 0.05% | 162 |
|
|
2024
Q2 | $1.01M | Sell |
40,001
-940
| -2% | -$23.8K | 0.04% | 210 |
|
|
2024
Q1 | $942K | Buy |
40,941
+1,946
| +5% | +$44.8K | 0.03% | 220 |
|
|
2023
Q4 | $670K | Sell |
38,995
-360
| -0.9% | -$6.18K | 0.03% | 262 |
|
|
2023
Q3 | $630K | Buy |
39,355
+946
| +2% | +$15.1K | 0.03% | 263 |
|
|
2023
Q2 | $589K | Sell |
38,409
-9,213
| -19% | -$141K | 0.02% | 291 |
|
|
2023
Q1 | $402K | Sell |
47,622
-133,088
| -74% | -$1.12M | 0.02% | 373 |
|
|
2022
Q4 | $1.16M | Buy |
180,710
+84,119
| +87% | +$540K | 0.03% | 260 |
|
|
2022
Q3 | $785K | Buy |
96,591
+79,429
| +463% | +$646K | 0.05% | 196 |
|
|
2022
Q2 | $156K | Sell |
17,162
-40,058
| -70% | -$364K | 0.01% | 438 |
|
|
2022
Q1 | $786K | Buy |
57,220
+6,020
| +12% | +$82.7K | 0.04% | 231 |
|
|
2021
Q4 | $932K | Buy |
+51,200
| New | +$932K | 0.05% | 222 |
|
|
2021
Q2 | – | Sell |
-30,110
| Closed | -$701K | – | 601 |
|
|
2021
Q1 | $701K | Buy |
+30,110
| New | +$701K | 0.04% | 241 |
|