Kestra Private Wealth Services’s Palantir PLTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$51.6M Sell
378,570
-22,005
-5% -$3M 0.74% 23
2025
Q1
$33.8M Buy
400,575
+6,130
+2% +$517K 0.56% 29
2024
Q4
$29.8M Buy
394,445
+37,933
+11% +$2.87M 0.51% 35
2024
Q3
$13.3M Buy
356,512
+59,432
+20% +$2.21M 0.24% 91
2024
Q2
$7.53M Buy
297,080
+100,098
+51% +$2.54M 0.15% 150
2024
Q1
$4.53M Buy
196,982
+14,197
+8% +$327K 0.1% 220
2023
Q4
$3.14M Buy
182,785
+14,033
+8% +$241K 0.08% 259
2023
Q3
$2.7M Buy
168,752
+30,896
+22% +$494K 0.08% 254
2023
Q2
$2.11M Buy
137,856
+11,552
+9% +$177K 0.07% 286
2023
Q1
$1.07M Buy
126,304
+5,040
+4% +$42.6K 0.04% 394
2022
Q4
$779K Sell
121,264
-5,595
-4% -$35.9K 0.04% 421
2022
Q3
$1.03M Buy
126,859
+50,324
+66% +$409K 0.06% 331
2022
Q2
$694K Sell
76,535
-4,282
-5% -$38.8K 0.04% 414
2022
Q1
$1.11M Buy
80,817
+3,131
+4% +$43K 0.06% 349
2021
Q4
$1.42M Sell
77,686
-43,169
-36% -$786K 0.07% 304
2021
Q3
$2.91M Sell
120,855
-20,385
-14% -$490K 0.16% 144
2021
Q2
$3.72M Sell
141,240
-7,154
-5% -$189K 0.23% 108
2021
Q1
$3.46M Buy
148,394
+91,815
+162% +$2.14M 0.24% 97
2020
Q4
$1.42M Buy
+56,579
New +$1.42M 0.1% 209