Key Financial Inc’s Palantir PLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.96M | Buy |
21,683
+97
| +0.4% | +$13.2K | 0.59% | 36 |
|
|
2025
Q1 | $1.82M | Buy |
21,586
+100
| +0.5% | +$8.44K | 0.4% | 51 |
|
|
2024
Q4 | $1.62M | Sell |
21,486
-5,777
| -21% | -$437K | 0.37% | 54 |
|
|
2024
Q3 | $1.01M | Buy |
27,263
+27
| +0.1% | +$1K | 0.22% | 81 |
|
|
2024
Q2 | $690K | Hold |
27,236
| – | – | 0.17% | 107 |
|
|
2024
Q1 | $627K | Hold |
27,236
| – | – | 0.16% | 113 |
|
|
2023
Q4 | $468K | Sell |
27,236
-50
| -0.2% | -$858 | 0.13% | 131 |
|
|
2023
Q3 | $437K | Buy |
27,286
+100
| +0.4% | +$1.6K | 0.15% | 119 |
|
|
2023
Q2 | $417K | Buy |
27,186
+50
| +0.2% | +$766 | 0.14% | 130 |
|
|
2023
Q1 | $229K | Hold |
27,136
| – | – | 0.08% | 179 |
|
|
2022
Q4 | $221K | Hold |
27,136
| – | – | 0.1% | 153 |
|
|
2022
Q3 | $221K | Hold |
27,136
| – | – | 0.1% | 155 |
|
|
2022
Q2 | $252K | Hold |
27,136
| – | – | 0.14% | 129 |
|
|
2022
Q1 | $373K | Hold |
27,136
| – | – | 0.19% | 104 |
|
|
2021
Q4 | $494K | Hold |
27,136
| – | – | 0.25% | 76 |
|
|
2021
Q3 | $652K | Hold |
27,136
| – | – | 0.37% | 53 |
|
|
2021
Q2 | $589K | Buy |
27,136
+108
| +0.4% | +$2.34K | 0.33% | 59 |
|
|
2021
Q1 | $629K | Buy |
+27,028
| New | +$629K | 0.41% | 48 |
|