Patriot Financial Group Insurance Agency’s Palantir PLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.8M | Buy |
13,240
+1,550
| +13% | +$211K | 0.21% | 126 |
|
|
2025
Q1 | $987K | Sell |
11,690
-6,121
| -34% | -$517K | 0.13% | 195 |
|
|
2024
Q4 | $1.35M | Buy |
17,811
+2,955
| +20% | +$223K | 0.18% | 129 |
|
|
2024
Q3 | $553K | Sell |
14,856
-540
| -4% | -$20.1K | 0.07% | 280 |
|
|
2024
Q2 | $390K | Buy |
15,396
+4,966
| +48% | +$126K | 0.06% | 310 |
|
|
2024
Q1 | $240K | Buy |
+10,430
| New | +$240K | 0.04% | 413 |
|
|
2023
Q2 | – | Sell |
-10,069
| Closed | -$85.1K | – | 477 |
|
|
2023
Q1 | $85.1K | Buy |
+10,069
| New | +$85.1K | 0.02% | 443 |
|
|
2022
Q3 | – | Sell |
-8,443
| Closed | -$77K | – | 1534 |
|
|
2022
Q2 | $77K | Sell |
8,443
-1,150
| -12% | -$10.5K | 0.02% | 613 |
|
|
2022
Q1 | $132K | Sell |
9,593
-3,915
| -29% | -$53.9K | 0.02% | 504 |
|
|
2021
Q4 | $246K | Sell |
13,508
-582
| -4% | -$10.6K | 0.04% | 400 |
|
|
2021
Q3 | $339K | Buy |
14,090
+13,948
| +9,823% | +$336K | 0.06% | 314 |
|
|
2021
Q2 | $4K | Buy |
142
+1
| +0.7% | +$28 | ﹤0.01% | 1722 |
|
|
2021
Q1 | $3K | Buy |
+141
| New | +$3K | ﹤0.01% | 1705 |
|