IFP Advisors’s Palantir PLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.22M | Sell |
42,985
-55,203
| -56% | -$9.28M | 0.21% | 98 |
|
|
2025
Q1 | $10.8M | Sell |
98,188
-27,204
| -22% | -$3M | 0.33% | 56 |
|
|
2024
Q4 | $9.48M | Sell |
125,392
-14,425
| -10% | -$1.09M | 0.31% | 62 |
|
|
2024
Q3 | $6.61M | Sell |
139,817
-36,997
| -21% | -$1.75M | 0.24% | 87 |
|
|
2024
Q2 | $4.48M | Buy |
176,814
+13,836
| +8% | +$350K | 0.18% | 123 |
|
|
2024
Q1 | $3.75M | Buy |
162,978
+20,896
| +15% | +$481K | 0.16% | 132 |
|
|
2023
Q4 | $2.44M | Buy |
142,082
+8,339
| +6% | +$143K | 0.12% | 196 |
|
|
2023
Q3 | $2.14M | Sell |
133,743
-987
| -0.7% | -$15.8K | 0.1% | 218 |
|
|
2023
Q2 | $2.07M | Buy |
134,730
+68,474
| +103% | +$1.05M | 0.09% | 249 |
|
|
2023
Q1 | $629K | Sell |
66,256
-25,512
| -28% | -$242K | 0.03% | 519 |
|
|
2022
Q4 | $915K | Sell |
91,768
-66,172
| -42% | -$660K | 0.02% | 651 |
|
|
2022
Q3 | $1.55M | Buy |
157,940
+8,366
| +6% | +$82K | 0.04% | 486 |
|
|
2022
Q2 | $1.47M | Hold |
149,574
| – | – | 0.05% | 450 |
|
|
2022
Q1 | $1.47M | Buy |
149,574
+80,841
| +118% | +$793K | 0.05% | 450 |
|
|
2021
Q4 | $1.26M | Buy |
68,733
+12,524
| +22% | +$229K | 0.02% | 349 |
|
|
2021
Q3 | $1.36M | Buy |
56,209
+40,345
| +254% | +$975K | 0.03% | 319 |
|
|
2021
Q2 | $421K | Sell |
15,864
-1,028
| -6% | -$27.3K | 0.01% | 603 |
|
|
2021
Q1 | $395K | Buy |
16,892
+7,444
| +79% | +$174K | 0.01% | 594 |
|
|
2020
Q4 | $225K | Buy |
9,448
+5,798
| +159% | +$138K | 0.01% | 751 |
|
|
2020
Q3 | $36K | Buy |
+3,650
| New | +$36K | ﹤0.01% | 1402 |
|