LRI Investments’s Palantir PLTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$111K Buy
817
+2
+0.2% +$273 0.01% 413
2025
Q1
$68.8K Buy
815
+175
+27% +$14.8K 0.01% 488
2024
Q4
$48.4K Buy
640
+60
+10% +$4.54K ﹤0.01% 529
2024
Q3
$34.3K Hold
580
﹤0.01% 567
2024
Q2
$14.7K Hold
580
﹤0.01% 671
2024
Q1
$13.3K Buy
+580
New +$13.3K ﹤0.01% 448