Jones Financial Companies’s Palomar PLMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $148K | Buy |
968
+70
| +8% | +$10.7K | ﹤0.01% | 1775 |
|
|
2025
Q1 | $123K | Buy |
898
+405
| +82% | +$55.4K | ﹤0.01% | 1687 |
|
|
2024
Q4 | $52.1K | Buy |
493
+191
| +63% | +$20.2K | ﹤0.01% | 1863 |
|
|
2024
Q3 | $28.6K | Buy |
302
+42
| +16% | +$3.98K | ﹤0.01% | 1832 |
|
|
2024
Q2 | $21.1K | Buy |
+260
| New | +$21.1K | ﹤0.01% | 1524 |
|
|
2023
Q1 | – | Sell |
-300
| Closed | -$14K | – | 727 |
|
|
2022
Q4 | $14K | Buy |
+300
| New | +$14K | ﹤0.01% | 452 |
|