JNBA Financial 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 | $40.9K | Buy |
300
+200
| +200% | +$27.3K | ﹤0.01% | 312 |
|
|
2025
Q1 | $8.44K | Hold |
100
| – | – | ﹤0.01% | 478 |
|
|
2024
Q4 | $7.56K | Buy |
+100
| New | +$7.56K | ﹤0.01% | 479 |
|
|
2023
Q2 | – | Sell |
-388
| Closed | -$3.28K | – | 743 |
|
|
2023
Q1 | $3.28K | Hold |
388
| – | – | ﹤0.01% | 587 |
|
|
2022
Q4 | $2.49K | Hold |
388
| – | – | ﹤0.01% | 568 |
|
|
2022
Q3 | $3K | Hold |
388
| – | – | ﹤0.01% | 578 |
|
|
2022
Q2 | $4K | Hold |
388
| – | – | ﹤0.01% | 589 |
|
|
2022
Q1 | $5K | Sell |
388
-17
| -4% | -$219 | ﹤0.01% | 560 |
|
|
2021
Q4 | $7K | Buy |
+405
| New | +$7K | ﹤0.01% | 561 |
|