LPL Financial’s Palomar PLMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.43M | Buy |
22,252
+17,612
| +380% | +$2.72M | ﹤0.01% | 2605 |
|
|
2025
Q1 | $636K | Buy |
4,640
+1,558
| +51% | +$214K | ﹤0.01% | 3891 |
|
|
2024
Q4 | $325K | Buy |
3,082
+194
| +7% | +$20.5K | ﹤0.01% | 4364 |
|
|
2024
Q3 | $273K | Buy |
+2,888
| New | +$273K | ﹤0.01% | 4416 |
|
|
2024
Q2 | – | Sell |
-8,025
| Closed | -$673K | – | 4982 |
|
|
2024
Q1 | $673K | Buy |
+8,025
| New | +$673K | ﹤0.01% | 3481 |
|
|
2021
Q4 | – | Sell |
-9,561
| Closed | -$773K | – | 4408 |
|
|
2021
Q3 | $773K | Buy |
9,561
+1,878
| +24% | +$152K | ﹤0.01% | 2817 |
|
|
2021
Q2 | $580K | Buy |
7,683
+3,324
| +76% | +$251K | ﹤0.01% | 3021 |
|
|
2021
Q1 | $292K | Sell |
4,359
-756
| -15% | -$50.6K | ﹤0.01% | 3470 |
|
|
2020
Q4 | $454K | Sell |
5,115
-6,879
| -57% | -$611K | ﹤0.01% | 2838 |
|
|
2020
Q3 | $1.25M | Buy |
11,994
+1,122
| +10% | +$117K | ﹤0.01% | 1755 |
|
|
2020
Q2 | $932K | Buy |
+10,872
| New | +$932K | ﹤0.01% | 1862 |
|
|
2019
Q4 | – | Sell |
-8,238
| Closed | -$325K | – | 3377 |
|
|
2019
Q3 | $325K | Sell |
8,238
-226
| -3% | -$8.92K | ﹤0.01% | 2604 |
|
|
2019
Q2 | $203K | Buy |
+8,464
| New | +$203K | ﹤0.01% | 3001 |
|